Simon Quick Advisors, LLC · 14 hours ago
Executive Assistant
Morristown, NJ
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $100K/yr
5+ years expSimon Quick Advisors is an independent, employee-owned RIA that provides holistic financial planning solutions. The Executive Assistant will offer high-level support to the Managing Partner and the Client Advisory Leadership Team, managing schedules and communications to ensure efficient office operations.
Financial Services
Responsibilities
Manage the Managing Partner / Head of the Client Team schedule, maintain ever-changing calendar - including vetting and prioritizing meeting requests and coordinating conference calls, interviews, and meetings
Manage and coordinate complex travel arrangements for both the Managing Partner / Head of the Client Team and CALT, ensuring seamless and efficient travel experience. This includes handling all logistics, anticipating challenges, and providing proactive support
Submit accurate and timely expense reports on behalf of the Managing Partner / Head of the Client Team and CALT, ensuring compliance with company policies and maximizing efficiency. This includes collecting, organizing, and reconciling receipts, invoices, and credit card statements to ensure all expenses are properly documented
Responsible for the seamless planning and execution of events, including offsites, workshops, and high-priority meetings. This includes managing all logistical aspects, coordinating stakeholders, and ensuring each event aligns with business objectives
Frequently compose and finalize complex correspondence, reports, and other format documents, using experience and judgment to decide what should be included
Develop and maintain strong relationships with key contacts of various levels both internal and external
Support the Family Office team with a variety of administrative tasks, including scheduling, document management, client correspondence, and coordination of family and entity-related projects
Manage a high volume of internal and external requests, including answering inquiries, resolving issues, and completing projects
Support the planning and execution of company events or meetings, including logistics and materials
Provides back-up support for general administrative functions, including EA cross coverage, front-desk coverage, and other needs as they arise
Supports the Managing Partner / Head of the Client Team with Salesforce tasks and related data management
Demonstrates a high level of comfort with technology, quickly learning and navigating various systems, software, and digital tools with ease
Able to manage calendars, create reports, and handle data across multiple platforms with accuracy and efficiency. Proactively seeks out and adopts new technologies to improve workflows and enhance productivity
Provide additional administrative support for CALT, assisting with correspondence, document preparation, and general office coordination as needed
Handle confidential information with discretion and professionalism
Identify and implement technology or processes to enhance executive efficiency
Qualification
Required
Bachelor's degree or equivalent experience
5+ years of experience in an executive support or office management role
Proficient in Microsoft Office Suite, collaboration platforms (e.g., Slack, Microsoft Teams), and project management tools (e.g., Asana, Trello)
Company
Simon Quick Advisors, LLC
Our mission statement is to give our clients the freedom to pursue what matters most to them.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Benjamin Renzo
Managing Director, Head of Family Office
Darcy O'Brien
Chief Marketing Officer
Recent News
2025-09-04
Company data provided by crunchbase