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Team Assistant – Investment Team
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-02
Listing for:
Miller Klein Group
Full Time
position Listed on 2026-01-02
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Fast paced asset management firm is seeking a Team Assistant to support professionals on the Investments team.
Requirements- Heavy calendar management and meeting planning
- Travel and expenses
- Maintaining information in Salesforce
- First point of contact for clients and prospective clients
- Creating and editing PowerPoint decks
- Managing investor lists
- Any administrative work that will help move the team forward
- College degree
- 3+ years of relevant admin support experience, financial services preferred
- Must have supported multiple professionals in a fast paced environment
- Be fluid and flexible and be able to shift priorities as needed
- Ability to multi-task
- Great technical skills (Excel, PPT, Word, Outlook – required; Salesforce and Concur preferred)
- Strong communication skills both written and verbal
- Be a true team player
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