Executive Office Administrator – Finance & Exec Support

Talent Match Recruiting; New York (NY); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Paid time off

Paid holidays

Job summary

Top Echelon Software, LLC. is seeking a polished and experienced Junior Office Administrator to support daily operations at our New York office, reporting to the office manager and assisting senior leadership.

The role is based in Midtown Manhattan (4 days in-office) with occasional travel to Stamford, CT. The ideal candidate has a college degree and 5+ years of administrative experience in financial services or a similar setting, strong MS Office skills, and exceptional organizational

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 in 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.

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

Office administration

Communication skills

Organizational skills

Data entry

Confidentiality

Client-facing support

Time management

Education

College degree

Tools

Microsoft Office Suite

Document management systems

Job description

Top Echelon Software, LLC. is seeking a polished and experienced Junior Office Administrator to support daily operations at our New York office, reporting to the office manager and assisting senior leadership.

The role is based in Midtown Manhattan (4 days in-office) with occasional travel to Stamford, CT. The ideal candidate has a college degree and 5+ years of administrative experience in financial services or a similar setting, strong MS Office skills, and exceptional organizational