A prestigious private family office and investment firm is hiring for an Executive Assistant/Office Manager. We are seeking someone proactive and detail-oriented, with a focus on efficiency and precision. This role is critical in maintaining the operational excellence and working closely with the CFO & Analysts.
Salary commensurate with experience: $120-200K range + discretionary bonus + comprehensive, fully paid benefits package, 401k, chef onsite to make lunch, etc.
Hours: Flexible between 8am-6pm, but not always expected to be in office these hours - flexible mindset
Qualifications:
Bachelor's degree required
3-15 years of relevant experience in financial services or investment management
Exceptional organizational and time management skills
Strong proficiency in Microsoft Office Suite
Detail-oriented with outstanding follow-through
Excellent written and verbal communication skills
Ability to maintain strict confidentiality
Problem-solving mindset
Experience with Trinet or similar HRIS systems preferred
Responsibilities include:
Operations Support
Work closely with CFO on expense management, reporting and other administrative duties.
Process expense reports and maintain accurate records
Assist with basic accounting tasks
Office Management & HR Support
Oversee daily operations of our NYC office, ensuring a professional and productive environment
Manage vendor relationships including cleaning staff, caterers, and IT support
Handle office supply inventory, stocking, and procurement
Oversee the employee lifecycle working with PEO
Coordinate recruiting process
Execute onboarding/ offboarding
Events & Special Projects
Plan and execute team events including annual retreats and holiday celebrations
Coordinate year-end gift programs
Support team-building initiatives that reinforce our culture
Travel Coordination & schedule management
Arrange complex travel itineraries for investment team
Manage travel expense reporting and reconciliation
Please submit your resume to apply!
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