Executive Office Assistant, Financial Services, NYC

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

Benefits offered by this job

Fully employer-paid benefits (medical,

20 days PTO + 10 paid holidays

Job summary

Our client, a premier $3B AUM investment firm, seeks a polished Junior Office Administrator in Midtown Manhattan to support daily operations and assist senior leadership. The role reports to the office manager and requires four days in-office with occasional travel to Stamford, CT.

Responsibilities include answering phones, scheduling meetings, filing financial documents, data entry, mail and courier coordination, vendor liaison, travel arrangements, and maintaining confidential client

Qualifications

• College degree.
• 5+ years of admin/office experience in financial services.
• Experience in financial services, banking, or corporate offices.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Strong written and verbal communication skills.
• Excellent organizational and time management abilities.
• Ability to prioritize tasks and meet deadlines in fast-paced environments.

Responsibilities

• Answer and direct incoming calls, greet clients professionally.
• Schedule meetings and manage calendars.
• Prepare and file financial documents and reports.
• Perform data entry and maintain records.
• Coordinate travel arrangements and expense reports.
• Order office supplies and liaise with vendors.
• Support executives and office staff.

Skills

Administrative experience

Office coordination

Communication skills

Time management

Education

College degree

Tools

Microsoft Office Suite

Document management systems

Job description

Our client, a premier $3B AUM investment firm, seeks a polished Junior Office Administrator in Midtown Manhattan to support daily operations and assist senior leadership. The role reports to the office manager and requires four days in-office with occasional travel to Stamford, CT.

Responsibilities include answering phones, scheduling meetings, filing financial documents, data entry, mail and courier coordination, vendor liaison, travel arrangements, and maintaining confidential client