Job Description

Job Description

Personal Assistant – Great Neck Investment Firm – $80k-$90k

An investment firm in Great Neck is seeking a highly organized, detail-oriented, and proactive Personal Assistant to provide comprehensive support to a Senior Executive. This role requires exceptional communication skills, discretion, and the ability to manage a wide range of business and personal responsibilities efficiently.

This is a 9am-5pm-ish position with the ability to work from home on occasional Fridays. While this is not a 24/7 EPA position, there may be times where this executive will reach out for assistance after hours - this is the exception and not the norm.

This executive is a well liked, salt of the earth type of person, and very approachable.

Responsibilities:

• Manage complex calendars, including both personal and business appointments, meetings, events, and travel itineraries
• Act as a gatekeeper for all calls, emails, and scheduling requests
• Liaise with household staff, caretakers, groundskeepers, and vendors across multiple properties
• Coordinate with contractors and service providers, ensuring all household projects and repairs stay on schedule
• Serve as point of contact for IT-related needs in both home and office settings
• Oversee all aspects of vehicle maintenance and registration (cars, ATVs, trailers, etc.)
• Maintain accurate records of insurance, inspections, and related documentation
• Handle incoming and outgoing mail; draft, review, and respond to correspondence as needed
• Coordinate family travel, special events, and holiday planning
• Support household finances: process payments, track expenses, and reconcile credit card reports
• Liaise with accounting and tax teams to support filings, donations, and other financial matters
• Manage insurance claims (medical, dental, property) and household payroll
• Maintain filing systems and ensure timely updates to records and documents
• Ensure compliance with filing deadlines and annual maintenance for select business/legal entities

Qualifications:

• 3+ years of experience as a personal assistant, preferably supporting senior executives in a corporate or private environment.
• Proven ability to manage complex schedules and prioritize competing demands
• Strong organizational and project management skills
• Comfort working with financial information and liaising with accountants or tax professionals
• Discretion, professionalism, and ability to handle confidential information with care
• Tech-savvy and comfortable coordinating across multiple communication platforms
• Must be proactive, resourceful, and able to work independently

Compensation: $80k-$90k plus OT, Bonus and Strong Benefits

The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.

Please send your resume for immediate consideration to: bsedita@adviceny.com

If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated!

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