Full time
Excelsior Wealth Partners
Syracuse, NY, USA
Benefits: Competitive salary Paid time off Training & development 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...


