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  • - Heritage Strategies, LLC
  • Long Island, NY, USA
  • Full Time

Heritage Strategies, LLC


Executive Assistant

Long Island, NY 11797

Do you like managing the life of a busy Partner? Think you are a person with great common sense? Can anticipate what the Partner needs are before they have even thought of it? Love working for someone who is under extreme pressure and is a stickler for details? Always willing to strive for perfection? Welcome constructive criticism to become the best you can be? Do you love the game of helping demanding clients and a boss while not being intimidated by them?

If so, Heritage Strategies LLC, a Prestigious Nassau County based estate planning family office, is interested in you. You will be an integral part in the management of prospective and current clients who represent the top 2% of the wealthiest families in the U.S.
Compensation will be based on resume.

Job Responsibilities

  • Regularly representing the Partner and delegating to the team
  • Maintain an extremely active calendar which includes travel and an abundance of meetings and conference calls
  • Ability to work closely with other internal Executive Assistants to help oversee day-to-day functions, schedule meetings and keep all Partners on track
  • Supervise entry level support staff
  • Organize and attend company meetings 
  • Act as the first point of contact from people inside and outside of the organization
  • Critical thinker who is able to switch and handle priorities with no direction from management
  • Complete follow ups with clients on a professional level
  • Develop systems and methods to improve office efficiency and organization
  • Maintain a highly organized system to manage all correspondence, including telephone, email, letters, faxes
  • Prepare and gather materials needed for all of the Partner's meetings 
  • Organize and manage personal activities I.e. Boards, Charities, Social Events, etc.
  • Able to answer Partner's call at any time I.e. after hours/weekends when needed
  • Ability to work independently, multi-task and prioritize daily workflow 
  • Maintaining a high level of professionalism and confidentiality


  • Excellent organizational and multi-tasking skills are essential
  • High attention to details.
  • Ability to anticipate the needs of the Partner, clients, and prospects
  • Ability to perform under pressure and high paced work environment
  • Strong written and oral communication skills
  • Excellent listener who can articulate situations/scenarios briefly and to the point
  • Strong work ethic
  • Problem Solver
  • Excellent interpersonal skills
  • Positive "Can-Do, Will-Do" Attitude
  • Ability to be proactive, take personal initiative and use common sense
  • Excellent computer skills, such as Excel, Word, PowerPoint, Outlook
  • Has knowledge and is able to navigate through a CRM program

If you are looking to excel in a high performance, customer oriented position for great compensation and benefits we would love have you as part of our team.

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