Administrative Coordinator to Finance Team - Global Investment Firm at Career Group in Stamford, Connecticut

Posted in Other about 20 hours ago.

Type: full-time





Job Description:

Administrative Coordinator to Finance Team - Global Investment Firm

This is a wonderful opportunity for an eager candidate to work closely to assist the Accounts Payable lead and support the Corporate/Fund Accounting, Tax and Accounts Payable teams at a leading financial firm. This is a great role for an experienced administrator who wants to take on some finance projects.

Salary commensurate with experience: $80k - $100k base+ discretionary bonus + fully paid benefits, 401k, free lunch and 4 weeks PTO

Location: 4 days/week onsite in Stamford, CT working 8:30am-5:30pm

SEEKING:
  • 3+ years of administrative assistant experience in financial services
  • Experience with data entry: Proficient in handling large volumes of data across various systems with high accuracy.
  • Workday experience is a plus
  • An undergraduate degree with a strong GPA
  • Excellent organizational skills
  • Ability to prioritize/work in an environment with competing demands
  • Proficient knowledge of Excel
  • Strong written, verbal, and interpersonal communication skills

RESPONSIBILITIES INCLUDE:
  • Review and process incoming invoices and employee expense reports using Workday, Outlook, etc.
  • Assist with vendor onboarding, ongoing management and inquiries
  • Monitor the AP and Fund expense mailbox daily
  • Assist with Virtual Card management and execution of payment on vendor websites
  • Assist with tax mailings, filings, and scanning
  • Assist with monthly expense report submission tracking and follow up
  • Help with managing tax payments/refunds, withholding tax form requests, and onboarding
  • Assist with the review of tax extensions for accuracy/completeness and follow up with State Tax Department(s) as needed
  • Assist with coordination of audit confirmation process
  • Coordinate document signatures and preparation of PowerPoint presentations/PDF compare documents

Please submit your resume to apply!

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