Investment Team Assistant

Miller Klein Group, LLC; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

Miller Klein Group, LLC in New York seeks an experienced administrative professional to support a busy team with calendar management, travel coordination, and expense processing. The role requires handling confidential information with discretion and coordinating meetings across domestic and international venues.

Ideal candidates will have strong communication skills, proficiency in Microsoft Office, and a track record of managing multiple priorities in a corporate setting.

Qualifications

• Bachelor's degree required or equivalent experience.
• Minimum 4+ years supporting teams or executives.
• Experience in financial services preferred.
• Strong organizational and time-management skills.
• Able to work autonomously and in a team.

Responsibilities

• Complex calendar management and meeting coordination.
• Domestic and international travel arrangements.
• Expense management and reporting.
• Event planning and conference logistics.
• Document production in Word, Excel and PowerPoint.
• Maintain organized files and confidential records.
• Phone coverage and gatekeeping for executives.
• Conduct research, prepare reports and perform analysis.
• Handle ad hoc projects as needed.

Skills

Calendar management

Travel coordination

Expense management

Event planning

Document production

Confidential records

Phone coverage

Research analysis

Ad hoc projects

Communication

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Responsibilities

• Complex calendar management and meeting coordination
• Domestic and international travel arrangements
• Expense management
• Event planning and conference logistics
• Document production in Word, Excel and PowerPoint
• Maintain organized files and records in accordance with confidentiality guidelines
• Phone coverage and gatekeeping
• Research, reports, and analysis
• Ad hoc projects as needed

Qualifications

• Bachelor's degree
• 4+ years of team administrative support experience
• Financial services experience
• Strong organizational, time-management, and detail orientation skills
• Proactive team player who can also work autonomously
• Strong written and verbal communication skills
• Proficient in Microsoft Office