Job Description

Job Title: Administrative Assistant

Location: New York, NY (Onsite)

Duration: 12 Months

Pay Rate: $25/hr

Job/Role Description:

• Provide general administrative and office support to a Wealth Management team in a fast-paced, professional corporate environment.
• Process incoming and outgoing mail, including checks, stock certificates, tax forms, and other important documents.
• Scan, organize, and maintain documents and records to support daily office operations.
• Coordinate travel arrangements and process expense reports for team members.
• Manage calendars, schedule meetings, coordinate appointments, and answer incoming phone calls.
• Coordinate and schedule office events, including recruiting activities, internal meetings, and external client events.
• Reserve conference rooms, arrange catering, print documents, and prepare materials for meetings and events.
• Coordinate interview schedules, communicate with building services, and greet office visitors.
• Assist the Wealth Management team with client servicing activities, ensuring operational efficiency and excellent customer service.
• Support multiple team members while managing competing priorities and maintaining accuracy and attention to detail.
• Maintain professionalism, confidentiality, integrity, and transparency when handling administrative responsibilities.

Required Qualifications

• Minimum of 2 years of professional work experience in a corporate office environment.
• Recent college graduates with an interest in the financial services industry are also encouraged to apply.
• Bachelor's degree preferred but not required.
• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
• Experience providing general administrative support, including scheduling, calendar management, document processing, and office coordination.
• Strong written and verbal communication skills with a polished and professional demeanor.
• Excellent organizational skills and ability to multitask in a fast-paced environment.
• Strong attention to detail, critical thinking skills, and sound judgment.
• Ability to work effectively in a team-oriented, collaborative environment.
• Strong interpersonal skills and a customer service-oriented approach.
• Ability to prioritize responsibilities and adapt to changing business needs.
• Professional business appearance and conduct appropriate for a corporate office environment.
• Demonstrated commitment to integrity, transparency, and professionalism.
• Interest in financial services or wealth management is a plus.