Operations & Admin Coordinator - Financial Services

Premium Merchant Funding; New York (NY); On-site; USD 45,000 - 50,000; Full time

Job summary

Premium Merchant Funding in New York City seeks an Office Assistant to help keep the day-to-day operations organized and support the sales, operations, and management teams. This entry-level role is ideal for dependable, organized individuals eager to learn how a fast-moving financial services company operates.

You will handle daily office operations, organize client files, manage data entry in the CRM, coordinate with internal teams, and provide general administrative support.

Qualifications

• Strong organizational skills and attention to detail are essential.
• Clear and professional communication skills.
• Comfortable working with computers, email, spreadsheets, and web-based systems.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Dependable, punctual, and willing to take ownership of responsibilities.
• Professional demeanor when communicating with clients and internal team members.
• Ability to handle business and financial information with discretion.
• Willingness to learn new systems and processes.
• Experience with Microsoft Office, Google Workspace, or CRM systems is a plus.
• Previous administrative, office, customer service, or financial services experience is helpful but not required.

Responsibilities

• Support Daily Office Operations: Help manage the day-to-day administrative needs of the office and ensure the workspace remains organized, stocked, and running smoothly.
• Assist With Client Files: Help organize and maintain client and funding files, including applications, bank statements, business documents, contracts, and other supporting documentation.
• Collect and Organize Documentation: Assist the team with requesting, receiving, organizing, and tracking documents needed to move business financing applications through the review process.
• Data Entry and CRM Updates: Enter and update client, application, and deal information in our CRM and internal systems while maintaining accurate records.
• Track and Distribute Business Data: Maintain, organize, and track incoming business and client data, ensuring information is accurately recorded and distributed to the appropriate sales representatives and internal teams in a timely manner.
• Support the Sales Team: Assist sales representatives with administrative tasks, document follow-ups, application preparation, and other day-to-day needs that allow the sales team to stay focused on clients.
• Coordinate With Internal Teams: Help facilitate communication between sales, underwriting, processing, and management to keep applications and funding requests moving efficiently.
• Monitor Incoming Communications: Help manage general office calls, emails, correspondence, and document requests and direct them to the appropriate team member.
• Assist With Funding Administration: Support the processing team with basic administrative tasks related to approvals, contracts, funding documentation, and completed deals.
• Maintain Office Supplies and Organization: Monitor office inventory, coordinate supply orders, and help maintain a professional and organized office environment.
• Provide General Administrative Support: Assist management and team members with scheduling, filing, scanning, copying, reports, spreadsheets, and occasional special projects.

Skills

Organizational skills

Communication skills

Computer literacy

Multitasking

Dependable

Professionalism

Discretion with data

Willing to learn

Office/CRM tools

Administrative experience

Job description

Premium Merchant Funding in New York City seeks an Office Assistant to help keep the day-to-day operations organized and support the sales, operations, and management teams. This entry-level role is ideal for dependable, organized individuals eager to learn how a fast-moving financial services company operates.

You will handle daily office operations, organize client files, manage data entry in the CRM, coordinate with internal teams, and provide general administrative support.