Team Assistant – Investments Team

Miller Klein Group, LLC; New York (NY); Hybrid; USD 60,000 - 80,000; Full time

Job summary

A financial services firm based in New York is seeking an experienced administrative professional to provide comprehensive support to team members. Responsibilities include heavy calendar management, travel coordination, and client interaction, as well as ensuring accurate data management in Salesforce. The ideal candidate should possess a college degree, over five years of relevant experience, and strong technical skills in tools like Excel and PowerPoint. Flexibility and the ability to multi-task are essential for success in this dynamic role.

Qualifications

• 5+ years of relevant admin support experience, preferably in financial services.
• Must have supported multiple professionals in a fast-paced environment.
• Be fluid and flexible and be able to shift priorities as needed.

Responsibilities

• Heavy calendar management and meeting planning.
• Travel and expenses management.
• Maintaining information in Salesforce.
• First point of contact for clients and prospective clients.
• Creating and editing PowerPoint decks.
• Managing investor lists.
• Any administrative work that will help move the team forward.

Skills

Calendar management

Communication

Multi-tasking

Technical skills

Education

College degree

Tools

Salesforce

Concur

Excel

PowerPoint

Word

Outlook

Job description

Responsibilities

• Heavy calendar management and meeting planning
• Travel and expenses
• Maintaining information in Salesforce
• First point of contact for clients and prospective clients
• Creating and editing PowerPoint decks
• Managing investor lists
• Any administrative work that will help move the team forward

Qualifications

• College degree
• 5+ years of relevant admin support experience, financial services preferred
• Must have supported multiple professionals in a fast paced environment
• Be fluid and flexible and be able to shift priorities as needed
• Ability to multi-task
• Great technical skills (Excel, PPT, Word, Outlook – required; Salesforce and Concur preferred)
• Strong communication skills both written and verbal
• Be a true team player