Personal/Executive Assistant Position Available In Westchester, New York

Personal/Executive Assistant Crimmins Residential Staffing Mamaroneck, NY A Principal is seeking a highly organized, sophisticated Personal Assistant/Executive Assistant to free up the principal from interruptions. This client has a small family office and a local brokerage branch. This multifaceted role requires a candidate with prior experience as an assistant in a financial services environment, with good organizational skills, and the ability to manage both professional and personal responsibilities. The ideal candidate will be sophisticated, curious, and can handle a diverse set of tasks, including record-keeping and vendor management. There is another assistant to help and overlap.

Position:

Personal/Executive Assistant Location:

Mamaroneck, NY (on-site)

Schedule:

Monday through Friday, 9:00 AM to 5:00

PM Salary:

$100,000- $120,000

Key Responsibilities Executive Support:

Provide administrative support to the CEO, including managing schedules, handling correspondence, organizing documents, tracking deadlines, and facilitating communication with stakeholders.

Record Keeper:

Oversee and maintain accurate records for the CEO’s brokerage office, investment activities, and personal affairs, ensuring organization and accessibility.

Property Management:

Help manage the principal’s residence and other properties, including a shopping center, by coordinating maintenance, repairs, and vendor relations as needed.

General Administration:

Handle ad-hoc tasks and occasional personal or professional errands as required.

Qualifications Experience:

Minimum of 3-5 years of experience as a personal assistant or executive assistant in a brokerage office or similar financial services environment.

Project Management:

Background or familiarity with overseeing property-related projects.

Skills:

Exceptional organizational and multitasking abilities. Strong communication skills, both written and verbal, with a professional and sophisticated demeanor. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with record-keeping or CRM software. Ability to manage sensitive information with discretion and integrity. Attributes Strong work ethic and proactive problem-solving skills. Naturally intelligent, with the ability to anticipate needs and adapt to changing priorities. Polished and professional, with a high level of emotional intelligence.