Job Description
Job DescriptionInvestments & Accounting AdministratorJob Overview
We are seeking a resourceful and detail-oriented Administrator to support the investment and accounting departments at a NYC-based family office. This role involves a unique combination of administrative, legal, and operational responsibilities, providing broad exposure to private equity, estate planning, and high-net-worth financial operations. Full-Time In-office position
Responsibilities and Duties
- Provide administrative and operational support to team members across investment and accounting functions
- Assist with preparation, review, and organization of legal and financial documents (e.g., investment agreements, NDAs, entity formation docs, trust and estate planning materials)
- Coordinate execution of legal documents and manage recordkeeping across entities
- Manage calendars, track deadlines, schedule meetings, and support communication between internal and external parties
- Maintain accurate digital files, track reporting obligations, and support compliance documentation
- Provide occasional support for capital calls, wire memos, and document workflows related to investment activity
- Assist with ad hoc projects across the investment and accounting teams as needed
Qualifications
- Bachelor’s degree in Business, Legal Studies, or a related field is preferred
- 2–5 years of experience in an Executive Assistant, Legal Assistant, or Paralegal role,
- Familiarity with legal and financial documents and processes
- Highly detail-oriented and proactive, with the ability to manage multiple priorities
- Professional written and verbal communication skills
- Ability to handle confidential information with discretion
- Proficient in Microsoft Office Suite and comfort learning new systems
Compensation
- $75,000-$100,000
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Paid Time Off
- 401(K)
EEO Statement
TF Cornerstone is an Equal Opportunity Employer. We are committed to equal treatment of all employees and applicants without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.