Executive Office Assistant - Finance (Midtown, NYC)

Top Dog Recruiting

New York (NY)

On-site

USD 135,000 - 165,000

Full time

3 days ago
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Benefits offered by this job

Salary between $135,000–$165,000 plus
Fully employer-paid benefits
20 days PTO + 10 paid holidays

Job summary

Top Dog Recruiting represents a premier investment firm in New York City seeking a polished Junior Office Administrator. The role supports the office manager and senior leadership, primarily in Midtown Manhattan with occasional travel to Stamford, CT.

You will manage calendars, prepare financial documents, and ensure an efficient, confidential, and client-focused office environment. The ideal candidate has a college degree and 5+ years of financial services/office experience, strong

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 Word, Excel, Outlook and PowerPoint.
  • Strong written and verbal communication skills.
  • Excellent organizational and time management abilities.
  • High 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

Office administration
Communication
Time management
Detail oriented
Prioritization
Customer service

Education

College degree

Tools

Microsoft Office

Job description

Top Dog Recruiting represents a premier investment firm in New York City seeking a polished Junior Office Administrator. The role supports the office manager and senior leadership, primarily in Midtown Manhattan with occasional travel to Stamford, CT.

You will manage calendars, prepare financial documents, and ensure an efficient, confidential, and client-focused office environment. The ideal candidate has a college degree and 5+ years of financial services/office experience, strong

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