A global financial firm in Midtown, NYC is looking to hire an Executive Assistant to join their team! This is a hybrid position, temp-to-perm opportunity.
Apply now for more details!
JOB DESCRIPTION:
This position supports a team of portfolio managers and will require excellent writing and communication skills.
The admin is client facing and will need to have extremely strong interpersonal and scheduling skills. The role involves heavy scheduling and is a central point of contact for the Portfolio Management team. Ideally this candidate has 3-6+ years experience in this kind of role.
Duties:
- Will assist with the Portfolio Management team's service delivery processes and provide outstanding client service.
- Assist the Portfolio Management team in solving client and advisor issues as it relates to operational and logistical inquires.
- Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services.
Responsibilities:
- Assist with the creation and distribution of Portfolio Review Books, including printing and binding of books.
- Distribute Investment Policy statements and Re-allocation Letters.
- Schedule PM client review meetings.
- Create and submit expense reports in a timely manner.
- Answering phones and queries from clients.
- Assist with Salesforce entries, leveraging Salesforce to put together client meeting calendar for PM.
Skills:
- Minimum of 5 years' computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint).
- Minimum 3 years' experience in an administrative capacity.
- Excellent verbal, written and interpersonal communication skills required to communicate effectively with all levels of colleagues and clients.
- Strong organizational and prioritization skills.
- Previous experience working in a fast-paced, high volume, deadline-oriented environment preferred.
Pay: $30-$35/hr
#phaxisfs
Job Types: Full-time, Contract
Pay: $30.00 - $35.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Work Location: Hybrid remote in New York, NY 10022