Executive Assistant at WealthPlus | NY, US | Rezi

Executive Assistant at WealthPlus

Executive Assistant

WealthPlus · NY, US

1 months ago

Executive Assistant

WealthPlus · NY, US

2 months ago
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About the Role

WealthPlus is seeking a detail-oriented and dependable Executive Assistant to provide day-to-day administrative and office support. This fully in-office role is based in New York City and focuses on ensuring the CEO's schedule and administrative needs are well-organized, and working closely with the CEO's Chief of Staff. The ideal candidate is reliable, takes initiative, and takes pride in creating an organized office environment.

Responsibilities

  • Schedule and confirm internal and external meetings on behalf of the CEO
  • Coordinate travel arrangements including flights, hotels, and ground transportation
  • Screen and sort incoming communications and route to the appropriate party
  • Maintain and restock the office kitchen, supplies, and common areas
  • Greet and direct visitors, candidates, and guests upon arrival
  • Manage incoming and outgoing mail, packages, and deliveries
  • Place and track orders for office supplies, snacks, and miscellaneous office needs
  • Coordinate with building management and vendors on routine office maintenance and service requests
  • Manage reimbursements, expense reporting, and receipt organization
  • Maintain organized digital and physical filing systems
  • Assist with ad hoc projects for the CEO as needed
  • Work closely with the CEO's Chief of Staff on day-to-day coordination
  • Provide general administrative support to the broader team as needed

Requirements

  • 2–4 years of experience in an administrative, executive assistant, or office coordinator role
  • Strong organizational skills with a high attention to detail and follow-through on routine tasks
  • Clear and professional written communication skills; comfortable drafting emails and correspondence
  • Proficiency in Microsoft 365 (Outlook, Word, Teams) and general comfort with office technology
  • Friendly, professional demeanor and comfort serving as a first point of contact for office visitors
  • Ability to manage multiple day-to-day tasks and stay organized in a busy office environment
  • Experience working with finance or accounting functions, such as expense tracking, receipt reconciliation, and coordination with a Controller or finance team
  • Experience in a startup or small office environment (Preferred)
  • Prior experience managing office supply ordering or vendor coordination (Preferred)

Skills

  • Microsoft 365 (Outlook, Word, Teams)
  • Office technology
  • Organizational skills
  • Attention to detail
  • Written communication
  • Expense tracking
  • Receipt reconciliation
  • Vendor coordination

Location

  • New York City, NY

Work Type

  • Full Time
  • In-office

Experience Level

  • 2-4 years

Salary/Compensations

  • $90,000 - $110,000 / year

Benefits

  • Competitive base salary
  • Annual discretionary bonus
  • Equity opportunities
  • Comprehensive benefits package including medical, dental, vision, and paid time off

About the Company

  • WealthPlus is a comprehensive workplace solution that's reimagining the modern benefit stack.
  • We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform.
  • Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals.
  • With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient.
  • At WealthPlus, we're redefining how organizations and individuals think about workplace benefits— making the future of financial wellness more accessible, transparent, and personal.
  • Join a dynamic team that is shaping the future of wealth and workplace technology!