Executive Assistant

Position:
Executive Assistant to Private Wealth Advisor

Location:

Montclair, NJ (Hybrid: ~2 days in-office / 3 days remote)
Practice:
Nexus Wealth – Private Wealth Advisory Practice of Ameriprise Financial

Nexus Wealth is a high‑touch private wealth advisory practice within Ameriprise Financial, serving high‑net‑worth clients with comprehensive financial planning, investment management, and highly personalized service. We are seeking a seasoned, detail‑oriented, tech‑savvy Executive Assistant to provide dedicated, trusted support to our lead advisor — enabling us to scale operations while preserving exceptional client service and internal organization.

You will act as the right‑hand to the Advisor — not just administrative support. You’ll manage a mix of business and personal tasks with discretion, handle critical back‑office and client‑service support functions, and help maintain our operations and client responsiveness.

• Triage and manage inbound email/communications — filter, prioritize, and elevate appropriately.
• Manage advisor’s calendar: meetings, client appointments, travel planning, and coordination internally.
• Maintain documentation, manage CRM data‑entry, and track tasks and follow‑ups.
• Oversee routine operational workflows: task prioritization, deadlines, project support, client‑service tasks.
• Provide limited personal support as needed (e.g., personal email management, discreet scheduling or errands) — with a high level of discretion and confidentiality.
• Support phone/VoIP coverage as needed: answer and route calls/messages until dedicated client‑services support is expanded.
• Proactively anticipate needs and independently manage administrative workflow to keep the advisor’s output efficient and organized.

• 3–7+ years (or more) experience as an Executive Assistant or similar role — ideally in a professional services, financial services, or wealth‑management environment.
• High proficiency with Microsoft Office (Outlook, Excel, Word), comfortable with CRM/data‑entry systems, and general tech‑savviness.
• Exceptional organizational skills, attention to detail, ability to manage multiple priorities.
• Highest levels of discretion, integrity, confidentiality, and professional judgment.
• Comfortable handling both business and personal administrative tasks (with appropriate boundaries).
• Excellent written and verbal communication skills; good judgment in triaging tasks, requests, and communications.
• Ability to work in a hybrid model (~2 days/week in Montclair office; 3 days remote), collaborate with a small advisory team, and manage phone coverage.

• $80,000‑$95,000+ depending on experience.
• Paid holidays, 401(k) with match, option for healthcare allowance (if medical coverage needed).
• Hybrid work model offering flexibility and work‑life balance.
• A meaningful, high‑responsibility role with what will become a long‑term relationship as our practice grows.
• Opportunity to support a high‑net‑worth advisory practice, gaining exposure to wealth‑management operations and client service.

Please submit your résumé and a brief cover letter outlining why you’re interested in this role and how your background makes you a strong fit — especially highlighting calendar management, CRM/data‑entry, prioritization/pragmatic judgment, and discretion/administrative support in previous roles (especially if in finance or professional services).