Title: Senior Administrator 
Location: Hauppauge, NY (fully on-site)
Schedule: Monday–Thursday, 9:00 a.m.–5:00 p.m.; Friday, 9:00 a.m.–3:30 p.m.
In June, July, and August, Fridays are 9:00 a.m.–1:00 p.m.
Compensation: Approximately $60,000–$85,000 base salary, depending on experience, plus eligibility for a quarterly, profit-based incentive program

About the Role

Our client is seeking a proactive, highly organized Senior Administrator / Executive Assistant to support four team members and help keep the office and its projects running smoothly.

This is a varied role combining day-to-day administrative support with ownership of projects that improve how the business operates. The right person is resourceful, confident, professional, and comfortable taking a request from “we need to figure this out” to a completed solution. You don’t need to know every system on day one—but you do need the initiative to ask questions, find the right resources, and follow through.

Your Contributions

• Provide administrative and organizational support to four team members.
• Coordinate calendars, communications, phone coverage, and routine office needs.
• Order office supplies, coffee, and other materials; help confirm and manage incoming packages.
• Keep projects organized, track next steps, and follow up to ensure work moves forward.
• Help implement and maintain meeting templates and workflows for the firm’s SEC-compliant AI note-taking system.
• Coordinate with internal staff, vendors, and technical support to connect meeting workflows with the firm’s CRM.
• Troubleshoot routine technology and office issues, escalating them and coordinating support when needed.
• Support larger operational projects and take ownership of assignments through completion.
• Assist with occasional evening events and limited domestic travel for training.

Bringing to the Table

• Strong initiative, judgment, and follow-through; you take ownership rather than waiting to be told every next step.
• A practical, persistent problem-solving approach, especially when a task or system is unfamiliar.
• Strong communication skills and the confidence to work with a high-energy team.
• Excellent organization and the ability to manage routine details while also keeping larger projects on track.
• Professional presentation and a polished, workplace-appropriate demeanor.
• Demonstrated sustained achievement in work, education, athletics, leadership, or another meaningful pursuit.
• A growth mindset and an interest in making a positive impact.

Required Skills

• Excel: Strong working knowledge required. Candidates should be prepared to complete an Excel skills assessment; the firm’s stated minimum is 5/10.
• General proficiency with Microsoft Office and comfort learning new software and technology.
• Experience with a CRM or AI-enabled meeting tools is helpful, but not required.

Preferred Experience

• Experience supporting executives, senior leaders, or a small team.
• Experience in wealth management or financial services.
• Experience coordinating projects, vendors, or technology implementations.

Schedule and Travel

This is a fully on-site role. The regular schedule is Monday–Thursday, 9:00 a.m.–5:00 p.m., and Friday, 9:00 a.m.–3:30 p.m. During June, July, and August, Friday hours are 9:00 a.m.–1:00 p.m. Occasional evening events may occur—approximately four per quarter. Limited U.S. travel may be required for training, typically no more than once per year and for up to two or three nights.

Benefits, Incentives & More

• Base salary range of approximately $60,000–$85,000, depending on qualifications.
• Eligibility for a quarterly, profit-based incentive program; program details are to be determined.
• 401(k) with a 3% employer match.
• Health insurance stipend, currently expected to be approximately $350–$500 per month; benefit details are subject to confirmation
• Employment is subject to the firm’s applicable background, creditworthiness, and regulatory compliance screening requirements.