Office Administrator - Financial Services & Exec Support

True North Consultants, Inc.; New York (NY); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Salary range and bonus

Employer-paid benefits

Paid time off

Job summary

Our client, a leading investment firm, seeks a polished Junior Office Administrator to support the New York office in Midtown Manhattan. The role reports to the office manager and involves in-office work four days a week, with occasional travel to Stamford, CT.

Responsibilities include greeting clients, scheduling meetings, handling financial documents, data entry, travel planning, and confidential support to executives.

Qualifications

• College degree required.
• 5+ years of admin/office experience in financial services.
• Experience in banking or corporate office environment.
• Proficient with Microsoft Office Suite.
• 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.

Responsibilities

• Answer and direct incoming phone calls and greet clients and visitors professionally.
• Schedule meetings, maintain executive 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 as needed.
• Maintain confidentiality when handling sensitive financial and client information.
• Provide general administrative support to executives, financial advisors, and office staff.

Skills

MS Office

Office administration

Communication

Organization

Time management

Education

College degree

Tools

Office management software

Document management systems

Job description

Our client, a leading investment firm, seeks a polished Junior Office Administrator to support the New York office in Midtown Manhattan. The role reports to the office manager and involves in-office work four days a week, with occasional travel to Stamford, CT.

Responsibilities include greeting clients, scheduling meetings, handling financial documents, data entry, travel planning, and confidential support to executives.