Executive Assistant

Job Description

Overview

D’Orazio & Associates (D&A) is a fee-only Financial Planning and Wealth Management firm, dedicated to delivering personalized, practical guidance for business owners, executives, families, and individuals. With over $1 billion in Assets Under Advisement (AUA), we are seeking a Receptionist to join our team.

This role is ideal for someone with strong organizational and interpersonal skills, a keen attention to detail, and an eagerness to assist both clients and team members in a professional, welcoming environment.

Responsibilities

Client and Staff Support

• Schedule appointments and meetings, ensuring calendars are up to date.
• Organize and process incoming client documents via electronic document portal and mail, including receiving, scanning, and filing.
• Greet visitors, answer phone calls, and direct inquiries as needed.

Office Administration

• Manage incoming and outgoing mail, packages, and deliveries.
• Monitor office supplies, place orders (e.g., Amazon), and track inventory.
• Keep the reception area and meeting rooms clean, organized, and client ready.

Hospitality

• Prepare refreshments and ensure a positive in-office experience for clients during meetings.

General Support

• Assist with administrative tasks and document preparation for the Client Services and Financial Planning teams as needed.
• Answer basic client questions and provide support to both clients and staff as needed.

Qualifications

• Strong organizational skills with the ability to prioritize and multi-task effectively.
• Excellent communication and interpersonal skills.
• Detail-oriented, proactive, and comfortable working in a collaborative environment.
• Proficiency in Microsoft 365 and familiarity with digital tools such as video conferencing and mobile apps.
• A client-focused mindset with a genuine desire to provide exceptional service.
• Previous financial services experience is a plus but not a requirement
• College Education.
• Prior relevant experience.

Compensation and Benefits

• Competitive pay, commensurate with experience.
• 401(k) plan with employer match.
• Additional benefits:
• Paid Time Off
• Annual Medical, Dental, and Vision stipend
• Life Insurance
• Paid Parental Leave

Who Should Apply

We’re looking for someone with an open mind, a collaborative spirit, and a willingness to go above and beyond for our clients and team. If you are detail-oriented, proactive, and take pride in creating a welcoming environment, we encourage you to apply.

To stand out, include in your application:

• Why you are a great fit for this role.
• How you can contribute to the responsibilities outlined.
• Any examples of your work or accomplishments relevant to this position.

Who Should Not Apply

This role requires self-motivation, adaptability, and a team-first attitude. If you prefer a rigid, structured work environment or are unwilling to take initiative, this may not be the right fit for you.

We value a high-confidence, low-ego approach and look forward to welcoming the right candidate into our team.