Location: Midtown Manhattan, NY (4 days in-office)
Reports To: Office Manager
About the Company
Our client is a highly regarded investment firm with approximately $3 billion in assets under management (AUM), investing across the capital structure of real estate and asset-intensive businesses. The firm is known for its disciplined institutional approach, collaborative culture, and lean, high-performing team.
They are seeking a polished, detail-oriented Junior Office Administrator to support the daily operations of their New York office. This role provides administrative support to senior leadership while helping maintain an organized, professional, and efficient workplace. Occasional travel to the firm's Stamford, CT office may be required.
Key Responsibilities
Answer and direct incoming phone calls while providing a professional first impression to clients and visitors.
Greet guests and manage the reception area.
Schedule meetings, maintain executive and team calendars, and coordinate conference room reservations.
Prepare, organize, and maintain financial documents, reports, correspondence, and other business records.
Perform accurate data entry and maintain both electronic and physical filing systems.
Process incoming and outgoing mail, packages, and courier deliveries.
Order and maintain office supplies while coordinating with external vendors.
Prepare presentations, reports, and meeting materials for executives and staff.
Coordinate domestic and international travel arrangements and prepare expense reports.
Monitor office equipment and coordinate maintenance or service as needed.
Maintain strict confidentiality when handling sensitive client, financial, and business information.
Provide day-to-day administrative support to executives, financial advisors, and office staff.
Assist with special projects and office initiatives as needed.
Requirements
Qualifications
Bachelor's degree required.
5+ years of administrative or office support experience, preferably within financial services, banking, investment management, or a corporate environment.
Experience supporting senior executives in a professional office setting.
Working knowledge of office management software and document management systems.
Basic understanding of financial services terminology and business practices.
Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
Excellent written and verbal communication skills.
Strong organizational, multitasking, and time management abilities.
Exceptional attention to detail and accuracy.
Ability to prioritize competing responsibilities and meet deadlines in a fast-paced environment.
Professional demeanor with outstanding customer service and interpersonal skills.
Benefits
Base salary: $115,000–$135,000, plus annual bonus.
Fully employer-paid medical, dental, vision, and 401(k) benefits.
20 days of paid time off.
10 paid company holidays.
Why Join?
Opportunity to join a respected institutional investment firm with approximately $3 billion in AUM.
Work alongside experienced investment professionals in a collaborative, high-performing environment.
Highly visible role supporting senior leadership and daily office operations.
Competitive compensation, comprehensive employer-paid benefits, and strong work-life balance.
Stable organization with an excellent reputation in the investment management industry.
Numbers & Facts
Location
New York, New York
Website
talentdepot.us
Skills
Administrative Skillsunmatched
Asset Managementunmatched
Bank Managementunmatched
Business Practicesunmatched
Calendar Managementunmatched
Communication Skillsunmatched
Conference Managementunmatched
Customer Support/Serviceunmatched
Data Entryunmatched
Detail Orientedunmatched
Document Managementunmatched
Equipment Maintenance/Repairunmatched
Establish Prioritiesunmatched
Expense Reportsunmatched
Financial Reportingunmatched
Financial Servicesunmatched
Interpersonal Skillsunmatched
Investment Capitalunmatched
Investment Managementunmatched
Leadershipunmatched
Mail Processingunmatched
Maintenance Servicesunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft Outlookunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Multitaskingunmatched
Office Equipmentunmatched
Office Managementunmatched
Operational Supportunmatched
Operationsunmatched
Order Deliveryunmatched
Order Suppliesunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Real Estateunmatched
Team Playerunmatched
Telephone Skillsunmatched
Time Managementunmatched
Travel Planningunmatched
Willing to Travelunmatched
Writing Skillsunmatched
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