Finance Office Administrator & Executive Support

Client Growth Resources, Inc; New York (NY); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

PTO & holidays

Job summary

Client Growth Resources, Inc. in New York City is seeking a polished Junior Office Administrator to support the day-to-day operations of the Midtown Manhattan office.

The role reports to the office manager and requires 4 days in the office with occasional travel to Stamford, CT. You will handle phones, calendars, filings, travel, expense reports, and confidential financial information, assisting executives and staff to maintain an exceptional workspace and seamless operations.

Qualifications

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

Responsibilities

• Answer calls and greet clients professionally.
• Schedule meetings and manage calendars.
• Prepare and file financial documents and reports.
• Process mail, packages, and courier services.
• Coordinate travel and expense reports for staff.
• Assist with preparing presentations and meeting materials.
• Maintain confidentiality of sensitive financial and client information.
• Provide general administrative support to executives and staff.

Skills

Office administration

Communication skills

Time management

Attention to detail

Customer service

Experience in financial services

Education

College degree

Tools

Microsoft Office Suite

Document management systems

Job description

Client Growth Resources, Inc. in New York City is seeking a polished Junior Office Administrator to support the day-to-day operations of the Midtown Manhattan office.

The role reports to the office manager and requires 4 days in the office with occasional travel to Stamford, CT. You will handle phones, calendars, filings, travel, expense reports, and confidential financial information, assisting executives and staff to maintain an exceptional workspace and seamless operations.