Finance Office Administrator - Exec Support (NYC)

SourcePro Search, LLC; New York (NY); Hybrid; USD 135,000 - 165,000; Full time

Benefits offered by this job

Fully employer-paid benefits (medical,

Job summary

SourcePro Search, LLC is seeking a polished Junior Office Administrator to support our New York office in Midtown Manhattan. The role reports to the office manager and supports senior leadership, with four in-office days and occasional travel to Stamford, CT.

Responsibilities include handling calls, calendars, filings, travel, and expense reporting, plus maintaining confidentiality of financial information. A college degree and 5+ years in financial services or similar are required.

Qualifications

• 5+ years of administrative or office experience in financial services or similar.
• College degree and professional demeanor required.
• Proficiency with Microsoft Office Suite and document management systems.
• Strong written and verbal communication and time management skills.

Responsibilities

• Answer and direct incoming calls; greet clients and visitors professionally.
• Schedule meetings; maintain executive calendars; coordinate conference rooms.
• Prepare and file financial documents, reports, and correspondence.
• Perform data entry and maintain accurate records (electronic and paper).
• Handle mail, packages, and courier services; manage office supplies.
• Assist with presentations, reports, and meeting materials.
• Coordinate travel arrangements and expense reports for staff.
• Ensure office equipment functions; arrange maintenance as needed.
• Maintain confidentiality with sensitive financial/client information.
• Provide general administrative support to executives and staff.

Skills

5+ years admin experience

Strong written and verbal comms

Excellent organizational skills

Deadline orientation

Customer service mindset

Education

College degree

Tools

Microsoft Office

Job description

SourcePro Search, LLC is seeking a polished Junior Office Administrator to support our New York office in Midtown Manhattan. The role reports to the office manager and supports senior leadership, with four in-office days and occasional travel to Stamford, CT.

Responsibilities include handling calls, calendars, filings, travel, and expense reporting, plus maintaining confidentiality of financial information. A college degree and 5+ years in financial services or similar are required.