Elite Office Administrator - Financial Services (Hybrid NYC)

Workforce Recruiter; New York (NY); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Employer-paid benefits (medical,Dental

Vision

401(k)

PTO and holidays

Job summary

Workforce Recruiter is seeking a polished Junior Office Administrator to support the New York office. Based in Midtown Manhattan, the role is four days in-office with occasional travel to Stamford, CT, reporting to the office manager and assisting senior leadership.

The position requires a college degree and prior financial services admin experience. Responsibilities include calendar management, travel coordination, document handling, and vendor coordination, with a focus on accuracy and

Qualifications

• College degree required.
• 5+ years of administrative or office experience in financial services or similar.
• Experience in financial services, banking, or corporate office environment.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Strong written and verbal communication skills.
• Excellent organizational and time management abilities.
• High level of accuracy and attention to detail.
• Ability to prioritize tasks in a fast-paced environment.
• Professional demeanor and strong customer service skills.

Responsibilities

• Answer and direct incoming phone calls and greet clients and visitors professionally.
• Schedule meetings, manage 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 and arrange maintenance as needed.
• Maintain confidentiality when handling sensitive financial and client information.
• Provide general administrative support to executives, financial advisors, and office staff.

Skills

Strong communication

Microsoft Office

Time management

Organizational skills

Customer service

Education

College degree

Tools

Office management software

Document management systems

Job description

Workforce Recruiter is seeking a polished Junior Office Administrator to support the New York office. Based in Midtown Manhattan, the role is four days in-office with occasional travel to Stamford, CT, reporting to the office manager and assisting senior leadership.

The position requires a college degree and prior financial services admin experience. Responsibilities include calendar management, travel coordination, document handling, and vendor coordination, with a focus on accuracy and