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Jobs at WealthPlus (Now Hiring) — 3 open

WealthPlus logoWealthPlus

Executive Assistant

New York, New York, United States · On-site

$90k–$110k/yr

Mid level

Executive Assistant Department: Office of the CEO Employment Type: Full Time Location: New York City, NY Compensation: $90,000 - $110,000 / year Description Job Title: Executive Assistant Location: New York, NY Departmen…

Skills: Calendar management, Travel coordination, Office management, Expense reporting, Microsoft 365

WealthPlus logoWealthPlus

Implementation Manager

New York, New York, United States · Remote OK

$120k–$150k/yr

Senior

Implementation Manager Department: Client Services Employment Type: Full Time Location: New York City, NY Reporting To: Justin Bales Compensation: $120,000 - $150,000 / year Description Job Title: Implementation Manager …

Skills: Client Onboarding, Project Management, Plan Conversions, Relationship Management, People Leadership

WealthPlus logoWealthPlus

Vice President of Implementation

New York, New York, United States · Remote OK

$150k–$180k/yr

Senior+

Vice President of Implementation Department: Client Services Employment Type: Full Time Location: New York City, NY Reporting To: Justin Bales Compensation: $150,000 - $180,000 / year Description Job Title: Vice Presiden…

Skills: Client Onboarding, Plan Conversions, People Leadership, Project Management, Process Design

WealthPlus logo

Executive Assistant

WealthPlus

New York, New York, United States • On-site

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Mid level

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  • $90k–$110k/yr
  • Full-time
  • Competitive base salary, Annual discretionary bonus, Equity opportunities, Medical insurance, Dental insurance, Vision insurance
  • Posted 2d ago
  • ~40 hrs/week

Responsibilities

Provide comprehensive administrative and office support to ensure smooth daily operations and an organized office environment. Manage the CEO's schedule, travel, and communications while coordinating closely with the Chief of Staff.

Requirements

Requires 2–4 years of experience in an administrative or executive assistant role with proficiency in Microsoft 365. Candidates should have strong organizational skills and experience with finance functions like expense tracking.

Full job description

Executive Assistant

Department: Office of the CEO

Employment Type: Full Time

Location: New York City, NY

Compensation: $90,000 - $110,000 / year



Description

Job Title: Executive Assistant
Location: New York, NY
Department: Office of CEO
Reports To: Chief Executive Officer

POSITION SUMMARY
WealthPlus is a comprehensive workplace solution that's reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient. At WealthPlus, we're redefining how organizations and individuals think about workplace benefits— making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology!

ROLE OVERVIEW
We are looking for a detail-oriented and dependable Executive Assistant to provide day-to-day administrative and office support at WealthPlus. This is a fully in-office role based in New York City (5 days per week). The position is focused on keeping our office running smoothly, ensuring the CEO's schedule and administrative needs are well-organized, and working closely with the CEO's Chief of Staff on a day-to-day basis. The ideal candidate is reliable, takes initiative on routine tasks, and takes pride in creating an organized office environment.


Key Responsibilities

Scheduling & Calendar Management
  • Schedule and confirm internal and external meetings on behalf of the CEO
  • Coordinate travel arrangements including flights, hotels, and ground transportation
  • Screen and sort incoming communications and route to the appropriate party

Office Management
  • Maintain and restock the office kitchen, supplies, and common areas on a regular basis
  • Greet and direct visitors, candidates, and guests upon arrival to the office
  • Manage incoming and outgoing mail, packages, and deliveries
  • Place and track orders for office supplies, snacks, and miscellaneous office needs
  • Coordinate with building management and vendors on routine office maintenance and service requests

General Administrative Support
  • Manage reimbursements, expense reporting, and receipt organization for the organization
  • Maintain organized digital and physical filing systems
  • Assist with ad hoc projects for the CEO as needed
  • Work closely with the CEO's Chief of Staff on day-to-day coordination
  • Provide general administrative support to the broader team as needed


Skills, Knowledge and Expertise

Required
  • 2–4 years of experience in an administrative, executive assistant, or office coordinator role
  • Strong organizational skills with a high attention to detail and follow-through on routine tasks
  • Clear and professional written communication skills; comfortable drafting emails and correspondence
  • Proficiency in Microsoft 365 (Outlook, Word, Teams) and general comfort with office technology
  • Friendly, professional demeanor and comfort serving as a first point of contact for office visitors
  • Ability to manage multiple day-to-day tasks and stay organized in a busy office environment
  • Experience working with finance or accounting functions, such as expense tracking, receipt reconciliation, and coordination with a Controller or finance team

Preferred
  • Experience in a startup or small office environment
  • Prior experience managing office supply ordering or vendor coordination


Benefits

  • Competitive base salary of approx $90,000 – $110,000, commensurate with experience
  • Annual discretionary bonus and equity opportunities
  • Comprehensive benefits package including medical, dental, vision, and paid time off
  • Opportunity to be part of a core function within a fast-growing fintech platform

Related keywords

Executive AssistantOffice ManagementFintechMicrosoft 365OutlookWordTeamsExpense ReportingCalendar ManagementVendor ManagementStartupFinancial WellnessAdministrative Support

About WealthPlus

LinkedInVisit site
Industry
Financial Services
Company size
11-50 employees

Wealth Plus transforms workplace benefits through a unified platform bringing together retirement plans, health savings, and more, into a more intuitive system. Our all-in-one solution consolidates benefit management, participant engagement tools and advisory services in a single platform. We simplify administration while automating compliance and giving employees clear visibility into their entire savings portfolio. The platform offers white label flexibility to help your business grow. By integrating all these tools and insight. together, we turn complexity into clarity and deliver the future of workplace benefits.

View all jobs at WealthPlus

About WealthPlus

LinkedInVisit site
Industry
Financial Services
Company size
11-50 employees

Wealth Plus transforms workplace benefits through a unified platform bringing together retirement plans, health savings, and more, into a more intuitive system. Our all-in-one solution consolidates benefit management, participant engagement tools and advisory services in a single platform. We simplify administration while automating compliance and giving employees clear visibility into their entire savings portfolio. The platform offers white label flexibility to help your business grow. By integrating all these tools and insight. together, we turn complexity into clarity and deliver the future of workplace benefits.

View all jobs at WealthPlus

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