Senior Office Administrator, Financial Services – NYC

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

Benefits offered by this job

Fully employer-paid benefits

20 days PTO + 10 holidays

Job summary

ExcelliSearch, Inc. in Midtown Manhattan is seeking a polished Junior Office Administrator to support the New York office. The role requires 4 days in-office and occasional travel to Stamford, CT, reporting to the office manager and assisting senior leadership.

You must have a college degree and 5+ years in administrative or financial services roles, with strong MS Office skills, high accuracy, and excellent communication to maintain a professional environment.

Qualifications

• College degree required.
• 5+ years of administrative or office experience in financial services or similar.
• Past experience in financial services, banking, or corporate office environment.
• 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.

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

Financial services familiarity

Communication skills

Time management

Attention to detail

Customer service

Prioritization

Education

College degree

Tools

Microsoft Office Suite

Document management systems

Job description

ExcelliSearch, Inc. in Midtown Manhattan is seeking a polished Junior Office Administrator to support the New York office. The role requires 4 days in-office and occasional travel to Stamford, CT, reporting to the office manager and assisting senior leadership.

You must have a college degree and 5+ years in administrative or financial services roles, with strong MS Office skills, high accuracy, and excellent communication to maintain a professional environment.