Office Administrator - Finance Services (Midtown NYC)

Key People; New York (NY); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Employer-paid benefits

Paid time off: 20 days PTO + 10 paid-h

Job summary

Key People in New York is seeking a polished Junior Office Administrator to support the downtown/Midtown office and assist senior leaders. The role reports to the office manager, with travel to Stamford, CT as needed, and four days in-office per week.

The ideal candidate holds a college degree and has 5+ years in financial services or related environments, with strong organizational and communication skills and a professional demeanor for client interactions.

Qualifications

• 5+ years of administrative or office experience in financial services or similar.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Strong written and verbal communication skills.
• Excellent organizational and time management abilities.
• High level of accuracy and attention to detail.

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 administration

Time management

Communication

Detail-oriented

Customer service

Education

College degree

Tools

Microsoft Office

Job description

Key People in New York is seeking a polished Junior Office Administrator to support the downtown/Midtown office and assist senior leaders. The role reports to the office manager, with travel to Stamford, CT as needed, and four days in-office per week.

The ideal candidate holds a college degree and has 5+ years in financial services or related environments, with strong organizational and communication skills and a professional demeanor for client interactions.