Executive Office Assistant - Financial Services

Ashton North LLC; New York (NY); Sur place; USD 135 000 - 165 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision benefits

401(k)

20 days PTO

10 paid holidays

Bonus eligible

Résumé du poste

Ashton North LLC seeks a polished Junior Office Administrator for its New York office in Midtown Manhattan (4 days in-office) with occasional travel to Stamford, CT. You will report to the office manager and support senior leadership, handling phones, calendars, and filings while maintaining an exceptional workplace environment.

The role requires a college degree and 5+ years of administrative experience in financial services.

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, 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.

Responsabilités

• 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.

Connaissances

Written communication

Verbal communication

Organization & time management

Customer service

Attention to detail

Task prioritization

Formation

College degree

Outils

Microsoft Office Suite

Document management systems

Description du poste

Ashton North LLC seeks a polished Junior Office Administrator for its New York office in Midtown Manhattan (4 days in-office) with occasional travel to Stamford, CT. You will report to the office manager and support senior leadership, handling phones, calendars, and filings while maintaining an exceptional workplace environment.

The role requires a college degree and 5+ years of administrative experience in financial services.