Administrative Assistant Office Manager

About Us

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. Please upload a resume and a brief cover letter outlining your relevant experience and interest in the role.