EA | Compliance - Asset Management

TBG | The Bachrach Group; New York (NY); On-site; USD 117,000 - 143,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

The Bachrach Group, a well-regarded asset management firm on Manhattan's East Side, seeks an Executive Assistant to support a small Compliance team. You will manage calendars, process expenses, prepare contracts, and coordinate with clients and vendors.

Bachelor's degree with 3+ years in financial services, proficiency in MS Office/Outlook/Teams/Zoom/Concur/SharePoint/Salesforce, and discretion with confidential information are required.

Qualifications

• Bachelor's degree required with 3+ years of administrative experience in financial services.
• Proficiency in MS Office, Outlook, Teams, Zoom, Concur, SharePoint and Salesforce.
• Ability to handle confidential information with discretion.
• Strong organizational and communication skills.

Responsibilities

• Manage complex calendars and schedule meetings for executives.
• Process expenses, prepare and review contracts.
• Prepare correspondence and documentation; liaise with clients and vendors.
• Oversee onboarding/offboarding of new hires.
• Collaborate with executives and other departments; maintain records.

Skills

Calendar management

Expense processing

Contract review

Meeting scheduling

Correspondence preparation

Client/vendor interaction

Onboarding/offboarding

Confidential information handling

MS Office

Salesforce

Education

Bachelor's degree

Tools

MS Office Suite

Outlook

Teams

Zoom

Concur

SharePoint

Salesforce

Job description

Well regarded Asset Management firm located on Manhattan's East Side, is seeking a polished, self-confident and well-educated Executive Assistant to support a small team in their Compliance area

Manage complex calendars, process expenses, prepare and review contracts, schedule meetings, and prepare correspondence and documents. Deal with clients and outside vendors, handle on/off boarding of new hires. Collaborate with executives and other departments. Maintain highly privileged and confidential information, files and records, both electronical and physical records.

Bachelors' degree required with 3+ years of stable, consistent administrative experience out of a fast paced, financial services company.

Proficiency in MS Office, Outlook, Teams, Zoom, Concur, SharePoint, Salesforce, required.

Base salary up to 130K plus paid overtime, generous bonus and comprehensive benefits and perks.