Executive Assistant - 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

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.