Executive Office Coordinator – Financial Services

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

Benefits offered by this job

Employer-paid benefits

PTO & holidays

Bonus potential

Job summary

United Future is seeking a polished Junior Office Administrator to support daily operations in its New York office, reporting to the office manager. The role involves handling calls, calendars, travel, and document management while supporting senior leadership.

Four days in-office in Midtown Manhattan with some travel to Stamford, CT is expected. The ideal candidate has a college degree and 5+ years in financial services or a similar setting, with strong communication and organizational skills.

Qualifications

• College degree.
• 5+ years of administrative or office experience in financial services or similar.
• Past experience in financial services, banking, or corporate office environment.
• Familiarity with office management software and document management systems.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
• Strong written and verbal communication 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

Strong written and verbal comunication

Microsoft Office Suite

Organizational skills

Time management

Professional demeanor

Education

College degree

Tools

Office management software

Document management systems

Job description

United Future is seeking a polished Junior Office Administrator to support daily operations in its New York office, reporting to the office manager. The role involves handling calls, calendars, travel, and document management while supporting senior leadership.

Four days in-office in Midtown Manhattan with some travel to Stamford, CT is expected. The ideal candidate has a college degree and 5+ years in financial services or a similar setting, with strong communication and organizational skills.