Junior Office Administrator

SourcePro Search, LLC; New York (NY); Hybrid; USD 135.000 - 165.000; Vollzeit

Benefits dieser Stelle

Fully employer-paid benefits (medical,

Zusammenfassung

SourcePro Search, LLC is seeking a polished Junior Office Administrator to support our New York office in Midtown Manhattan. The role reports to the office manager and supports senior leadership, with four in-office days and occasional travel to Stamford, CT.

Responsibilities include handling calls, calendars, filings, travel, and expense reporting, plus maintaining confidentiality of financial information. A college degree and 5+ years in financial services or similar are required.

Qualifikationen

• 5+ years of administrative or office experience in financial services or similar.
• College degree and professional demeanor required.
• Proficiency with Microsoft Office Suite and document management systems.
• Strong written and verbal communication and time management skills.

Aufgaben

• Answer and direct incoming calls; greet clients and visitors professionally.
• Schedule meetings; maintain executive calendars; coordinate conference rooms.
• Prepare and file financial documents, reports, and correspondence.
• Perform data entry and maintain accurate records (electronic and paper).
• Handle mail, packages, and courier services; manage office supplies.
• Assist with presentations, reports, and meeting materials.
• Coordinate travel arrangements and expense reports for staff.
• Ensure office equipment functions; arrange maintenance as needed.
• Maintain confidentiality with sensitive financial/client information.
• Provide general administrative support to executives and staff.

Kenntnisse

5+ years admin experience

Strong written and verbal comms

Excellent organizational skills

Deadline orientation

Customer service mindset

Ausbildung

College degree

Tools

Microsoft Office

Jobbeschreibung

Our client is a highly regarded, $3B AUM investment firm deploying capital across the capital structure of real estate and asset-intensive businesses. The firm operates with a disciplined, institutional approach and maintains a lean, high-performing team.

They are seeking a polished and experienced Junior Office Administrator to assist with the day-to-day operations of their New York office. This individual will report to the office manager and assist in maintaining an exceptional workplace environment while providing seamless support to senior leadership. The position is based in Midtown Manhattan (4 days in-office), with occasional travel to the firm’s Stamford, CT office.

Key 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.

Required Qualifications:

• College degree.
• 5+ years of administrative or office experience in financial services or similar
• Past 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, and 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.

Compensation and Benefits:

• Salary is between $135,000 - $165,000 plus bonus
• Fully employer-paid benefits (medical, dental, vision, 401(k))
• 20 days PTO + 10 paid holidays