Polished Financial Services Office Administrator – NYC

6 Degrees Search; New York (NY); Sur place; USD 135 000 - 165 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision

401(k)

PTO

10 holidays

Résumé du poste

6 Degrees Search is seeking a polished and experienced Junior Office Administrator to support day-to-day operations in our New York office, reporting to the office manager. The role requires managing calendars, coordinating meetings, and handling confidential financial and client information with professionalism.

The position is based in Midtown Manhattan (4 days in-office) with occasional travel to Stamford, CT, supporting executives, financial advisors, and staff with a high level of accuracy

Qualifications

• College degree required.
• 5+ years of administrative or office experience in financial services or similar.
• Experience in financial services, banking, or corporate office environment preferred.
• Proficiency with office management software and document management systems.
• Basic knowledge of financial industry terminology and business practices.
• Proficiency in 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.
• Ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Professional demeanor and strong customer service skills.

Responsabilités

• 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.

Connaissances

Communication skills

Organization

Time management

Attention to detail

Customer service

Prioritization

Formation

College degree

Outils

Microsoft Office

Description du poste

6 Degrees Search is seeking a polished and experienced Junior Office Administrator to support day-to-day operations in our New York office, reporting to the office manager. The role requires managing calendars, coordinating meetings, and handling confidential financial and client information with professionalism.

The position is based in Midtown Manhattan (4 days in-office) with occasional travel to Stamford, CT, supporting executives, financial advisors, and staff with a high level of accuracy