Operations & Projects Lead – Hybrid Finance Firm

HRB; New York (NY); Hybrid; USD 70,000 - 85,000; Full time

Job summary

HRB is seeking an Operations Coordinator for a boutique finance-focused firm in Midtown Manhattan. The role blends executive support, recruiting coordination, vendor management, and project oversight in a fast-paced environment.

Hybrid position: 4 days in office (Mon–Thu) with remote Fridays, 8:30am–6:00pm ET. You will support senior leadership, manage recruiting logistics, maintain employee data, and help optimize office systems and processes across the firm.

Qualifications

• 2–3 years of operations, office management, or executive administrative experience.
• Strong organizational and project management abilities.
• Excellent written and verbal communication skills.
• High attention to detail and proactive problem solving.
• Discretion and sound judgment with confidential matters.
• Proficiency in Microsoft Office and Zoom; recruiting or PM tools a plus.

Responsibilities

• Support senior leadership in tracking operational priorities and deliverables.
• Provide direct executive assistant support, including light scheduling.
• Manage recruiting logistics: postings, tracking, interviews, recruiters.
• Assist onboarding, onboarding materials, and introductions.
• Maintain up-to-date employee data and calendars.
• Coordinate internal culture initiatives and policy updates.
• Oversee vendor relationships, renewals, and office supplies.
• Track firm subscriptions and identify redundancies.
• Identify process improvements for efficiency.
• Liaise with IT vendors for hardware, software, and room systems.
• Support firm-wide projects: moves, reconfigurations, new systems.

Skills

Organization

Project management

Communication

Attention to detail

Discretion

Recruiting coordination

Tools

Microsoft Office Suite

Outlook

Zoom

Job description

HRB is seeking an Operations Coordinator for a boutique finance-focused firm in Midtown Manhattan. The role blends executive support, recruiting coordination, vendor management, and project oversight in a fast-paced environment.

Hybrid position: 4 days in office (Mon–Thu) with remote Fridays, 8:30am–6:00pm ET. You will support senior leadership, manage recruiting logistics, maintain employee data, and help optimize office systems and processes across the firm.