Job Description

Job Description

Job Description

Excelsior Wealth Partners – Syracuse, NY

Full-time position: $60,000-$70,000/year (commensurate with experience)

Excelsior Wealth Partners is a growing financial advisory firm based in Syracuse, NY, seeking a highly organized and personable Office Manager/Executive Assistant to support our leadership team and ensure smooth daily operations.

This role offers an opportunity to work in a collaborative, client-focused environment where attention to detail and professionalism truly make a difference.

Key Responsibilities:

·         Oversee day-to-day office operations, including supply management, shipping, and vendor coordination

·         Manage executive calendars, meetings, and client scheduling

·         Support marketing efforts, including event planning and client engagement initiatives 

·         Prepare and maintain documents, reports, and spreadsheets 

·         Greet clients and visitors in a professional and welcoming manner

·         Handle bill payments, invoices, and other administrative support tasks as needed 

Qualifications:

·         Bachelor’s degree required

·         Previous experience in office management, executive assistance, or similar administrative role

·         Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) required; formula knowledge preferred

·         Excellent organizational, communication, and time-management skills

·         Ability to manage multiple priorities with a proactive and team-oriented mindset

·         Friendly and professional demeanor with strong attention to detail

Why Excelsior Wealth Partners?

We take pride in delivering exceptional client experiences while fostering a positive, supportive work environment. As part of our team, you’ll have the opportunity to make a meaningful impact and grow with a firm that values integrity, collaboration, and excellence. 

To Apply:

Please send your resume to: info@excelsiorwp.com

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