Job Description
Benefits: - Competitive salary
- Paid time off
- Training & development
Excelsior Wealth Partners – Syracuse, NY Full-time position: $60,000-$70,000/year (commensurate with experience) Excelsior Wealth Partners is a growing financial advisory firm based in Syracuse, NY, seeking a highly organized and personable Office Manager/Executive Assistant to support our leadership team and ensure smooth daily operations.
This role offers an opportunity to work in a collaborative, client-focused environment where attention to detail and professionalism truly make a difference.
Key Responsibilities: - Oversee day-to-day office operations, including supply management, shipping, and vendor coordination
- Manage executive calendars, meetings, and client scheduling
- Support marketing efforts, including event planning and client engagement initiatives
- Prepare and maintain documents, reports, and spreadsheets
- Greet clients and visitors in a professional and welcoming manner
- Handle bill payments, invoices, and other administrative support tasks as needed
Qualifications: - Bachelor’s degree required
- Previous experience in office management, executive assistance, or similar administrative role
- Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) required; formula knowledge preferred
- Excellent organizational, communication, and time-management skills
- Ability to manage multiple priorities with a proactive and team-oriented mindset
- Friendly and professional demeanor with strong attention to detail
Why Excelsior Wealth Partners? We take pride in delivering exceptional client experiences while fostering a positive, supportive work environment. As part of our team, you’ll have the opportunity to make a meaningful impact and grow with a firm that values integrity, collaboration, and excellence.
To Apply: Please send your resume to: info@excelsiorwp.com
Job Tags
Full time, Work at office,