Executive Office Administrator - Finance & Client Support

The Keystone Distinction Group; New York (NY); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Fully employer-paid benefits (medical,

dental, vision, 401(k))

20 days PTO + 10 paid holidays

Job summary

The Keystone Distinction Group seeks a polished Junior Office Administrator to support the New York office. Reporting to the office manager, you will help maintain an exceptional workplace while assisting senior leadership.

Based in Midtown Manhattan with some travel to Stamford, CT. Ideal candidates have a college degree and at least 5 years in financial services or similar environments, with strong MS Office skills and a professional demeanor.

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.
• Familiarity with office management software and document management systems.
• Basic knowledge of financial industry terminology and business practices.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, and 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 and meet deadlines 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, maintain 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 properly and arrange maintenance if needed.
• Maintain confidentiality when handling sensitive financial and client information.
• General administrative support to executives, financial advisors, and office staff.

Skills

Communication skills

Time management

Organizational skills

Attention to detail

Customer service

Prioritization

Education

College degree

Tools

Microsoft Office Suite

Document management systems

Job description

The Keystone Distinction Group seeks a polished Junior Office Administrator to support the New York office. Reporting to the office manager, you will help maintain an exceptional workplace while assisting senior leadership.

Based in Midtown Manhattan with some travel to Stamford, CT. Ideal candidates have a college degree and at least 5 years in financial services or similar environments, with strong MS Office skills and a professional demeanor.