Executive Assistant

Executive Assistant to the CEOIron Birch Advisors | New York City, NY | Fully Onsite About Iron Birch Advisors

Iron Birch Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. We serve individuals, families, and business owners through comprehensive financial planning and a highly personalized client experience.

Our New York City practice is growing, and we are seeking an exceptional Executive Assistant to serve as a trusted partner to our CEO. This person will bring structure, organization, momentum, and consistent follow-through to the CEO's professional priorities while also providing reasonable personal support.

This is an opportunity for an experienced executive assistant who enjoys working in a high-trust environment, takes pride in anticipating needs, and understands how to make a busy executive more effective.

This is a true right-hand role for an experienced Executive Assistant who is energized by helping a fast-moving executive operate at his best.

You will manage priorities before they become urgent, keep commitments from falling through the cracks, and translate ideas and requests into organized action. You will serve as a gatekeeper, coordinator, problem-solver, and trusted point of contact for the CEO while helping ensure that important business and personal priorities receive the appropriate attention.

The role combines senior-level executive support with reasonable personal assistance and requires outstanding judgment, discretion, adaptability, and ownership. The ideal candidate is someone who can work independently, recognize what needs to happen next, and confidently take action without needing to be directed through every step.

This position is fully onsite in our New York City office and is not remote or hybrid. Occasional travel and flexibility outside standard business hours may be required.

• Own a complex executive calendar, schedule meetings, protect focus time, anticipate conflicts, and ensure the CEO is prepared for each commitment.
• Maintain a clear system for priorities, deadlines, open items, and follow-up.
• Proactively track commitments and close loops so important tasks do not fall through the cracks.
• Provide concise status updates, reminders, and recommendations to keep priorities moving forward.
• Organize email, documents, files, correspondence, and signature items so important information is easy to locate and act upon.
• Anticipate the CEO's needs and prepare materials, information, and logistics in advance of meetings and commitments.
• Help the CEO stay focused on high-value priorities by identifying what can be delegated, deferred, or handled independently.

• Serve as a polished and professional liaison with advisors, employees, clients, recruits, vendors, consultants, and other important relationships.
• Draft and coordinate business correspondence, communications, meeting notes, presentations, offer materials, and other executive-level documents.
• Manage incoming requests and help determine appropriate priorities, responses, and follow-up.
• Coordinate meetings and communications with important clients, prospects, business partners, and professional contacts.
• Maintain a high level of professionalism and discretion in every interaction.

• Support recruiting and relationship-building activities, including candidate coordination, scheduling, hospitality, interviews, and follow-through.
• Coordinate meetings and communications with candidates and prospective team members.
• Assist with onboarding activities and special projects related to practice growth.
• Help coordinate high-priority initiatives and projects on behalf of the CEO and leadership team.
• Track action items and deadlines associated with important practice initiatives and ensure appropriate follow-through.

• Coordinate annual meetings, awards events, speakers, vendors, photography, and other high-visibility practice initiatives.
• Manage event logistics, timelines, vendors, invitations, materials, and follow-up.
• Coordinate business travel, including itineraries, reservations, transportation, accommodations, and last-minute changes.
• Support occasional personal travel and scheduling needs.
• Manage special projects from initial request through completion, including researching options, coordinating logistics, and providing recommendations.

• Coordinate thoughtful…