Overview

Administrative Assistant Jobs in New York, NY at Green Key Resources

Title: Administrative Assistant

Company: Green Key Resources

Location: New York, NY

A Manhattan-based wealth management firm is seeking an Executive Assistant. This person must have previously worked in financial services and have experience with wire transfers and Salesforce.

Salary: $90K – 115K + bonus

This role is on-site five days per week.

Responsibilities:

Prepare and distribute agendas, letters, reports, presentations, and other communications including confidential documents

Conduct research and organize/present findings upon request

Manage executive calendars including scheduling appointments, reservations, and meetings

Expense reporting and travel coordination for team members

Coordinate and prepare all in-person, virtual, and over-the-phone meetings including setup, breakdowns, etc.

Document client communications and correspondence in Salesforce

Cash management, gathering tax information, and processing client remittances

Requirements:

Bachelor’s degree is required

Minimum of 5 years experience, financial services experience required

Ability to work well in a team environment

Knowledge of Salesforce preferred

Advanced proficiency in MS Office including Word, Excel, and PowerPoint

Highly organized and able to multi-task while maintaining a high attention to detail

Upload your CV/resume or any other relevant file. Max. file size: 800 MB.