Job Description
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: [email protected]
...N9234 Lake Park Road, Appleton WI 54915 As our Forklift Hoist Operator, you will: Operate a picker, turret, forklift, and a... ...computer systems Work with inventory and doing counts No experience necessary! We will provide you with all the training you...
...motivated and creative Associate Sportswear Designer to join our NYC design team. In this... ...Assist in presenting collection line-ups internally and externally, demonstration design... ...Qualifications & Skills: ~ Bachelor's Degree in Fashion Design ~3-5 years of professional...
...Mail Fraud Investigative Support Analyst Location: Indianapolis, IN (On-Site/Office) Security Clearance: Moderate Background Investigation (MBI) Schedule: Due to the nature of law enforcement work and operation, position may require occasional support outside of core...
...for lifes adventure, and the people who will not stop until they find it. We are fueled by the ocean, the culture, and the shot of energy that hums through our little slice of the world. Blenders sprung to life because a lot of people felt the same way we did. We...
...Job Description EVENTS COORDINATOR Job Summary The Underline is a bold idea to reclaim 10 miles of land beneath the Miami Metrorail and transform it into a beautiful, active green space that becomes a magnet for residents and visitors alike. Friends of The Underline...