Our client is seeking a personable, highly organized Administrative Receptionist / Research Team Assistant to support its research team's day-to-day logistics, including heavy calendar management, call scheduling, and travel coordination, while also serving as the face of the office: welcoming visitors, offering hospitality to investors, and keeping daily operations running smoothly. This role suits someone 3–5 years into their career who is looking for meaningful exposure to a fast-paced investment environment, direct interaction with senior leadership and institutional investors, and a genuine path for growth within fund operations, investor relations, or research-support responsibilities as they take on more ownership.
COMPANY: Investment Firm
POSITION: Administrative Receptionist / Research Team Assistant
LOCATION: New York, NY
HOURS: 8am – 5:30pm (with flexibility to come in earlier or stay later as needed)
OFFICE REQUIREMENTS: 5 days in office
COMPENSATION: $85–$105K + discretionary bonus + benefits
BACHELOR'S DEGREE REQUIRED: Yes
Responsibilities of the Administrative Receptionist / Research Team Assistant:
- -Greet employees, visitors, and investors warmly upon arrival; manage check-in and building visitor registration processes
- -Offer coffee/refreshments to investors and guests during meetings; anticipate hosting needs proactively
- -Serve as the primary liaison with building management for deliveries, access, vendor visits, and maintenance requests
- -Maintain a polished, professional, and welcoming reception area at all times
- -Manage and coordinate complex, high-volume calendars for multiple research team members simultaneously
- -Resolve scheduling conflicts in real time and prioritize competing requests based on business importance
- -Schedule internal and external calls or meetings, coordinating across time zones as needed
- -Book and manage domestic and occasional international travel for research team members, including flights, hotels, and ground transportation
- -Prepare detailed, accurate itineraries and adjust plans quickly in response to last-minute changes
- -Process related travel expenses and reconcile invoices
- -Maintain office supply and pantry inventory; proactively place and track orders so the office never runs short
- -Organize team lunches, dinners, and celebratory events (birthdays, milestones, offsites), handling logistics from venue selection to catering orders
- -Support with meeting logistics, including room setup, materials preparation, and technology needs
- -Assist with ad hoc projects and cross-team coordination, stepping in wherever support is needed
Requirements of the Administrative Receptionist / Research Team Assistant:
- -Bachelor's degree required; 3-5 years of relevant administrative, office management, or coordinator experience, ideally in finance, legal, or another professional services environment
- -Warm, professional, and polished demeanor, comfortable representing the firm to institutional investors and senior executives
- -Strong organizational skills with proven ability to juggle multiple competing priorities under deadline pressure without dropping details
- -Proficiency in Microsoft Outlook, Excel, and PowerPoint, with the ability and willingness to quickly learn firm-specific tools (e.g., Verity RMS, Trello, DocuSign)
- -Excellent written and verbal communication skills, with strong attention to tone and professionalism in external-facing correspondence
- -Discretion in handling confidential information and a proactive, "no task too big or small" attitude
- -Verifications of identity, education, prior employment, and references may be required