Administrative/Operations Assistant - Finance

Job Description

Job Description

Entry-level role in Operations at a financial services firm.

4 days in office

• Operational Tasks:

• • Assist with internal Operational tasks. (i.e. Account change and closing accounts).

• • Ad hoc Assistance with Projects.

• • Proactively identify opportunities to improve processes and create operational efficiencies.

• • Keeping the office and conference rooms organized.

• • Maintaining office supply inventory list.

• • Screening phone calls, mail and faxes, directing them to the appropriate teams.

• • Managing Outlook calendars for conference rooms, preventing conflicts and ensuring efficient scheduling.

• • Assist in the preparation of materials for client meetings, such as reports, presentations, and meeting summaries.

• • Manage compliance-related records and document retention.

• • Physical mailing via USPS, FED and/or messengers.
• • Associates or Bachelor's degree.

• • 1-3 years related client service / operations experience.

• • MUST have strong attention to detail.

• • High level of organization with the ability to multi-task and prioritize.

• • Excellent time management skills and punctuality.

• • Ability to work well under time pressure and independently.

• • Strong computer skills and aptitude for technology

• • Strong interpersonal skills with the ability to interface with multiple groups.

• • Excellent written and verbal communication skills.

• • Forward-thinking, proactive approach to managing tasks and responsibilities.

Company DescriptionInvestment Boutique - Midtown

Company Description

Investment Boutique - Midtown