Administrative Assistant - Finance

Career Group; Greenwich (CT); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Job summary

A prominent global private investment firm is seeking an Administrative Assistant to support their CFO and team. The ideal candidate will have 2+ years of experience, strong organizational skills, and proficiency in Microsoft Office. The role is hybrid, requiring 4 days in the Greenwich, CT office. Compensation includes a salary and annual bonus, along with benefits.

Qualifications

• 2+ years of Administrative and bookkeeping experience.
• Strong organizational skills; attention to detail is crucial.
• Excellent time management, organizational, and interpersonal skills.

Responsibilities

• Create, maintain, and edit documents, spreadsheets, and presentations.
• Organize and keep track of financial records.
• Manage capital calls and investment documentation.
• Assist with basic accounts payable/receivable tasks.
• Monitor and reconcile financial transactions across multiple currencies.
• Coordinate internal and external meetings.
• Process expense reports in Concur.
• Arrange all travel for executives.
• Track team PTO and sick days.
• Perform ad-hoc assignments as requested.

Skills

Organizational skills

Attention to detail

Proficiency in Microsoft Office

Time management

Interpersonal skills

Resourceful

Dependable

Ability to handle confidential information

Flexibility

Education

Bachelor's Degree preferred

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Base pay range

$80,000.00/yr - $90,000.00/yr

Additional compensation types

Annual Bonus

Job Title & Location

Administrative Assistant - Greenwich, CT - Hybrid 4 days in office - Salary + Bonus

Our client, a prominent, global private investment firm focused on Real Estate, is looking for an Administrative Assistant to support the CFO and team of their Family office.

In this dynamic role you will handle both administrative and bookkeeping duties and partner with key stakeholders at all levels. This is an exciting opportunity to work with a collaborative team at a top firm around the world and build your administrative career!

This position reports to the office in Greenwich, CT 4 days/ week onsite, 1 day remote.

Compensation package includes base + bonus and benefits.

RESPONSIBILITIES

• Create, maintain, and edit documents, spreadsheets, and presentations.
• Organize and keep track of financial records, including recording payments and wires, tracking invoice statuses, and ensuring timely documentation of transactions.
• Manage capital calls and investment documentation for high net-worth family portfolio.
• Write checks and assist with basic accounts payable/receivable tasks, ensuring accuracy and proper documentation.
• Monitor and reconcile financial transactions across multiple currencies; familiarity with currency conversions is a plus.
• Act as a gatekeeper taking messages and passing along calls in a timely and professional manner.
• Coordinate internal and external meetings including room reservations, equipment set-up, and meeting material preparation (e.g., presentations, agendas).
• Process expense reports in Concur, ensuring compliance with the Travel & Expense Policy.
• Arrange all travel for executives including flights, hotels, car rentals, and car services through the Amex travel desk.
• Track team PTO and sick days.
• Perform ad-hoc assignments as requested.

QUALIFICATIONS

• 2+ years of Administrative and bookkeeping experience.
• Strong organizational skills; attention to detail is crucial.
• Proficiency in Microsoft Office - Word, PowerPoint, and Excel.
• Excellent time management, organizational, and interpersonal skills.
• Resourceful, well organized, highly dependable, efficient and detail oriented.
• High level of discretion and ability to handle sensitive and confidential information.
• Team player with flexible attitude.
• Bachelor's Degree preferred.

Seniority level

Associate

Employment type

Full-time

Job function

Administrative

Industries: Investment Management, Real Estate, Venture Capital and Private Equity Principals.