Office Administrator, Finance — Exec Support

KOB Solutions, Inc.; New York (NY); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Fully employer-paid benefits

PTO + holidays

Job summary

Our client, a premier $3B AUM investment firm, seeks a polished Junior Office Administrator to support daily operations in their New York office in Midtown Manhattan (4 days in-office). The role reports to the office manager and assists senior leadership, with occasional travel to Stamford, CT.

Responsibilities include front-desk duties, calendar management, document handling, and travel arrangements. Ideal candidates hold a college degree, have 5+ years of financial services administrative

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.
• Proficiency with office management software and document management systems.
• Strong written and verbal communication skills.

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.

Skills

Office coordination

Communication skills

Microsoft Office proficiency

Time management

Education

College degree

Tools

Microsoft Office Suite

Job description

Our client, a premier $3B AUM investment firm, seeks a polished Junior Office Administrator to support daily operations in their New York office in Midtown Manhattan (4 days in-office). The role reports to the office manager and assists senior leadership, with occasional travel to Stamford, CT.

Responsibilities include front-desk duties, calendar management, document handling, and travel arrangements. Ideal candidates hold a college degree, have 5+ years of financial services administrative