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: info@excelsiorwp.com
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