Front Office Specialist: Travel, Expenses & CRM

Dexian; New York (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

Dexian, a leading talent and technology solutions provider, is seeking a Travel & Administrative Associate in New York. The role involves coordinating travel, preparing expense reports, and supporting senior analysts in a fast-paced environment.

You will screen calls, manage meetings across departments, maintain client CRM data, and keep research spreadsheets up to date, requiring meticulous attention to detail and prior investment banking exposure.

Qualifications

• Experience booking travel
• Heavy expenses / T&E prep experience
• Experience in a fast-paced environment
• Excellent attention to detail
• Investment banking experience
• Front office – Client facing experience

Responsibilities

• Coordinate domestic and international travel as well as hotels, car rentals, car services etc with travel agency as requested.
• Prepare Travel and Entertainment expense reports for reimbursement using the Coupa expenses system as well as reconciliation of monthly Statements for analysts, and associates.
• Screen phone calls from clients, visitors, and greet clients when required, handle all incoming correspondence.
• Assist with scheduling and coordinating meetings and events with other departments across the organization (e.g. Sales, Corporate Access).
• Assist in maintaining client database, log phone calls, and emails in CRM as needed.
• Maintain research data spreadsheets as specified by senior analysts.

Skills

Experience booking travel

Heavy expenses / T&E prep experience

Experience in a fast-paced environment

Excellent attention to detail

Investment banking experience

Front office – Client facing

MS Office Suite

Tools

MS Office Suite

Job description

Dexian, a leading talent and technology solutions provider, is seeking a Travel & Administrative Associate in New York. The role involves coordinating travel, preparing expense reports, and supporting senior analysts in a fast-paced environment.

You will screen calls, manage meetings across departments, maintain client CRM data, and keep research spreadsheets up to date, requiring meticulous attention to detail and prior investment banking exposure.