Office administration​/administrative assistant

Position: Office administration/administrative assistant.
Answer and direct incoming phone calls and greet clients and visitors professionally.
Schedule meetings, maintain executive and team calendars, and coordinate conference room bookings.
Prepare, organize, and file financial documents, reports, and correspondence.
Perform data entry and maintain accurate electronic and paper records.
Process incoming and outgoing mail, packages, and courier services.
Order and maintain office supplies and coordinate with vendors.
Assist with preparing presentations, reports, and meeting materials.
Coordinate travel arrangements and expense reports for staff.
Ensure office equipment is functioning properly and arrange maintenance if needed.
Maintain confidentiality when handling sensitive financial and client information.
General administrative support to executives, financial advisors, and office staff.
5+ years of administrative or office experience in financial services or similar
~ Experience in financial services, banking, or a corporate office environment.
~ Familiarity with office management software and document management systems.
~ Basic knowledge of financial industry terminology and business practices.
~ Proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
~ Professional demeanor and strong customer service skills.

Our client is a highly regarded, $3 billion AUM investment firm that deploys capital across the capital structure of real estate and asset-intensive businesses. They are seeking a polished, experienced Junior Office Administrator to support day-to-day operations in their New York office. This individual will report to the office manager and help maintain an exceptional workplace environment while providing seamless support to senior leadership.

The position is based in Midtown Manhattan (4 days in-office), with occasional travel to the firms Stamford, CT office.
Salary is between $135,000 and $165,000 plus bonus
~ Fully employer-paid benefits (medical, dental, vision, 401(k))
~20 days PTO + 10 paid holidays