Finance Office Administrator – Executive Support (NYC)

Talent With Heart; New York (NY); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Employer-paid medical, dental, vision

401(k)

PTO and holidays

Job summary

Talent With Heart is seeking a polished Junior Office Administrator to support the New York office. Based in Midtown Manhattan, the role involves calendar management, meeting coordination, file organization, and front-desk duties.

The position reports to the office manager and includes occasional travel to Stamford, CT. Candidates should have a college degree and 5+ years in financial services or a similar setting, plus strong MS Office skills, excellent communication, and a professional

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.

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

Communication

Organization

Customer service

Time management

Attention to detail

Professional demeanor

Prioritization

Education

College degree

Tools

Microsoft Office

Excel

Outlook

PowerPoint

Job description

Talent With Heart is seeking a polished Junior Office Administrator to support the New York office. Based in Midtown Manhattan, the role involves calendar management, meeting coordination, file organization, and front-desk duties.

The position reports to the office manager and includes occasional travel to Stamford, CT. Candidates should have a college degree and 5+ years in financial services or a similar setting, plus strong MS Office skills, excellent communication, and a professional