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,

Similar Jobs