Financial Planning Ops Admin Specialist | Hybrid NYC

Veterans Sourcing Group, LLC; New York (NY); Hybrid; USD 52,000 - 70,000; Full time

Job summary

Veterans Sourcing Group, LLC in New York City is seeking a temporary Administrative Operations Support role for the Financial Planning Operations team. The position is hybrid, requiring three days in the NYC office at 51 Madison Ave, with strong emphasis on data entry, reporting, and document preparation.

The ideal candidate will have a Bachelor's degree or equivalent experience, experience in administrative or operations roles, and a comfort level with Excel and Office tools.

Qualifications

• Bachelor's degree preferred, or equivalent relevant experience
• Prior administrative, operations, or client service experience required
• Financial Services/Planning industry experience preferred, specifically in an operations support function

Responsibilities

• Provide day-to-day administrative and operational support to the team, including scheduling, coordination, document preparation, data entry, recordkeeping, and follow-up
• Create, maintain, update, and organize spreadsheets, trackers, reports, contact lists, and other business data
• Use Excel functions and tools to organize, validate, analyze, and present information accurately and efficiently
• Prepare and format professional documents, presentations, reports, and communications using Word, PowerPoint, Outlook, Teams, and other Office 365 apps
• Support planning, preparation, execution, and tracking of field-facing communications, including distribution lists and approvals
• Manage and maintain email distribution lists and contact data, ensuring accuracy
• Proofread and quality-check emails, documents, spreadsheets, and materials prior to distribution
• Maintain organized electronic files, shared folders, documentation, and team resources
• Track assignments, deadlines, deliverables, and outstanding items; follow up with stakeholders
• Assist with recurring reports, communications, and special projects
• Handle information with discretion and professionalism
• Identify opportunities to improve administrative processes and workflows
• Perform additional administrative and operational duties as assigned

Skills

Organization

Attention to detail

Technical proficiency

Communication

Ownership

Prioritization

Collaboration

Adaptability

Discretion

Education

Bachelor's degree or equivalent

Tools

Excel

Microsoft Office

Outlook

Teams

Job description

Veterans Sourcing Group, LLC in New York City is seeking a temporary Administrative Operations Support role for the Financial Planning Operations team. The position is hybrid, requiring three days in the NYC office at 51 Madison Ave, with strong emphasis on data entry, reporting, and document preparation.

The ideal candidate will have a Bachelor's degree or equivalent experience, experience in administrative or operations roles, and a comfort level with Excel and Office tools.