What are the responsibilities and job description for the Senior Executive Operations Assistant position at The Phoenix Group?
Title: Senior Executive Operations Assistant
Location: Garden City, NY (Onsite, 5 days/week)
Compensation: $100,000–$125,000 bonus potential
About the Role
We are hiring a Senior Executive Operations Assistant to work directly with the Managing Partner to help turn ideas into outcomes. This role focuses on execution — moving initiatives forward, improving internal processes, and supporting firm growth. You’ll help drive operational efficiency by building workflows, implementing systems, and ensuring strategic priorities are followed through.
This is not a traditional administrative support role. It is a hands-on operational position suited for someone who enjoys solving problems, streamlining work, and making things happen.
What You’ll Do
- Translate firm priorities and leadership vision into action plans and next steps
- Manage project execution, timelines, deliverables, and follow-through
- Improve internal workflows, create SOPs, and support firm-wide operational efficiency
- Assist with implementation of tools, systems, and new processes
- Support rollout of growth initiatives, service enhancements, and operational changes
- Maintain communication across teams to keep tasks moving and aligned
- Identify bottlenecks and propose solutions to improve productivity and scale
What You Bring
- 5 years experience in executive support, operations, or process execution
- Background in wealth management, financial services, legal, accounting, or similar
- Proven ability to drive tasks to completion and manage multiple priorities
- Strong communicator, organized, process-minded, and proactive
Why Join Us
- Competitive base salary $100,000–$130,000
- Bonus opportunity based on performance
- Direct influence on growth and operational improvement
- High visibility working alongside firm leadership
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Salary : $100,000 - $125,000