Office Administrator – Financial Services
Our client, a well‑known financial services firm based in New York, NY is seeking a detail‑oriented and proactive Office Administrator to join our team. This individual will play a key role in supporting the firm’s operations through accurate data entry, file management, and administrative support.
Responsibilities
- Perform high‑volume, accurate data entry into internal systems and databases.
- Review, organize, and maintain digital and physical files to ensure compliance and accessibility.
- Assist with scanning, uploading, and indexing documents.
- Conduct routine audits of files to confirm accuracy and completeness.
- Support team members with administrative tasks such as scheduling, correspondence, and recordkeeping.
- Communicate with internal stakeholders to gather missing information or resolve discrepancies.
- Provide general office support as needed to ensure smooth daily operations.
Qualifications
- 1–3 years of office administration, data entry, or related experience (financial services experience a plus).
- Strong attention to detail and organizational skills.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
- Ability to handle sensitive information with discretion and confidentiality.
- Excellent communication skills, both written and verbal.
Seniority Level
Associate
Employment Type
Full‑time
Job Function
Administrative
Industries
Banking, Financial Services, Professional Services
Benefits
- Medical insurance
- Vision insurance
- 401(k)
Location & Salary
New York, NY – $90,000‑$105,000