Job Description

About Us

Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.

Ivory Wealth Management is an independent, client-focused financial services firm headquartered in Essex, CT, with an office in Huntington, NY. We provide personalized, fiduciary-minded financial guidance to individuals and small businesses. Integrity, attention to detail, and lasting client relationships are at the core of everything we do.

Position Overview

We are seeking a highly organized, dependable, and detail-oriented Administrative Support / Office Manager to join our Huntington, NY team on a full-time basis.

Key Responsibilities

• Provide administrative support to financial advisors, including scheduling, client communication, and office coordination
• Manage daily office operations and maintain organized records and filing systems
• Prepare and process forms, documents, and reports with accuracy and attention to detail
• Maintain compliance documentation and assist with regulatory procedures
• Greet clients and uphold a professional, welcoming office environment

Qualifications

• Prior administrative or office management experience required
• Experience in a financial services or compliance-adjacent environment a plus
• Strong organizational and time management skills
• Excellent written and verbal communication
• Proficiency in Microsoft Office Suite
• Ability to handle sensitive client information with discretion

Compensation

Salary

Benefits

• PTO
• 401(k)
• Professional development assistance

Schedule

Monday-Friday, 9:00 AM-5:00 PM | In-person | Huntington, NY

To Apply

We are looking to fill this role promptly. xywuqvp Please upload a resume and a brief cover letter outlining your relevant experience and interest in the role.

Job Tags

Full time, Work at office, Monday to Friday

Similar Jobs