Senior Administrative Associate

Harrison Gray Search has partnered with a leading global private wealth management firm to identify a proactive, client-focused Senior Administrative Associate to provide dedicated support to a rapidly growing advisory practice in New York City.

Do not wait to apply after reading this description a high application volume is expected for this opportunity.
The OpportunityThis is a newly created role driven by growth. A Principal Wealth Advisor overseeing a $1.5–2 billion practice serving ultra-high-net-worth clients is adding dedicated, exclusive administrative support for the first time. You will support the Principal Advisor and two junior partners within one unified practice, working alongside a team of client service associates.This is more than a traditional executive assistant role. You will be the right hand to a highly sought-after advisor who is in meetings from morning to evening, and the first familiar face clients see when they walk through the door.
What You’ll DoExecutive Support & LogisticsManage complex, fast-moving calendars, re-prioritizing quickly when urgent client needs arise and keeping the advisor in the right rooms at the right time.Hold the advisor team accountable to commitments, deadlines, and follow-ups.Coordinate travel, meetings, and logistics with accuracy, discretion, and diplomacy.Prepare client review materials, presentations, reports, and meeting agendas.Client ServiceField inbound client calls and emails, ensuring every request is organized, tracked, and resolved promptly.Greet and host clients for in-office meetings, building genuine relationships over time.Maintain accurate client records and demographic information across firm systems (e.g., address changes and account updates).Anticipate client needs and add thoughtful personal touches, such as recognizing birthdays and milestones.Events & MarketingPartner with the firm’s marketing team to plan and execute client events and marketing campaigns as the practice expands.Operations & ProcessIdentify ways to improve efficiency, including leveraging AI tools to add value to the practice.Collaborate with the associate team and cross-functional partners to deliver seamless service.
What We’re Looking For5–7 years of progressively responsible administrative or executive support experience, preferably in wealth management, financial services, or professional services.Experience supporting senior leaders in a fast-paced, client-facing environment.A genuine interest in client service: someone who wants to pick up the phone, get to know clients, and take service to the next level.Proactive, quick on your feet, and able to anticipate needs before they arise.Advanced proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) and Salesforce.Experience with AI tools (e.g., Microsoft Copilot) is a strong plus.Event planning or marketing coordination experience is a plus.Exceptional organization, attention to detail, discretion, and professionalism.Bachelor’s degree or equivalent combination of education and experience.
Schedule & LocationHybrid: four days in office, one day remote, in Midtown Manhattan. The team is highly office-centric, and this role is best suited for someone who values being in person.Core hours approximately 8:00–5:00 or 8:30–5:30, with occasional after-hours commitments for client events.
GrowthAs a dedicated member of a growing practice, strong performers will be brought increasingly into the fold, with expanded responsibility and potential oversight of practice operations over time.
Compensation & BenefitsBase Salary Range: $90,000 – $110,000, commensurate with experience.Eligibility for year-end incentive compensation.Retirement plan with matching employer contribution.Comprehensive health and wellness benefits. xzbcwsv Flexible time off and mentoring programs.