Executive Administrator for Boutique Financial Firm

A small, three employee firm that handled all financial activity and accounting for a cadre of high net worth families was looking for an Executive Administrator to join the team and offload a lot of the administrative work from the Principal/Founder. The Principal was ideally looking for someone who had experience understanding accounting and taxes as well as a knowledge of the type of clientele that expected “white glove” treatment. C-Suite Assistants found the perfect candidate who happened to be looking to re-locate back to NYC. She was a 2015 graduate of a prestigious NYC University with a BS in Accounting and a specialization in Tax. She had moved to Florida to be closer to family and while there had worked at a high- end CPA firm. 


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