Executive Assistant/Office Manager/Ops – Investment Firm
3 weeks ago
Executive Assistant/Office Manager/Ops – Investment Firm
A prestigious private family office and investment firm is hiring for an Executive Assistant/Office Manager. We are seeking someone proactive and detail-oriented, with a focus on efficiency and precision. This role is critical in maintaining the operational excellence and working closely with the CFO & Analysts.
Salary commensurate with experience: $120-200K range + discretionary bonus + comprehensive, fully paid benefits package, 401k, chef onsite to make lunch, etc.
Location: Gorgeous Flatiron District, NYC office, Onsite Monday – Friday 5 days/week
Hours: Flexible between 8am-6pm, but not always expected to be in office these hours – flexible mindset
Qualifications:
- Bachelor's degree required
- 3-15 years of relevant experience in financial services or investment management
- Exceptional organizational and time management skills
- Strong proficiency in Microsoft Office Suite
- Detail-oriented with outstanding follow-through
- Excellent written and verbal communication skills
- Ability to maintain strict confidentiality
- Problem-solving mindset
- Experience with Trinet or similar HRIS systems preferred
Responsibilities include:
Operations Support
- Work closely with CFO on expense management, reporting and other administrative duties.
- Process expense reports and maintain accurate records
- Assist with basic accounting tasks
Office Management & HR Support
- Oversee daily operations of our NYC office, ensuring a professional and productive environment
- Manage vendor relationships including cleaning staff, caterers, and IT support
- Handle office supply inventory, stocking, and procurement
- Oversee the employee lifecycle working with PEO
- Coordinate recruiting process
- Execute onboarding/ offboarding
Events & Special Projects
- Plan and execute team events including annual retreats and holiday celebrations
- Coordinate year-end gift programs
- Support team-building initiatives that reinforce our culture
Travel Coordination & schedule management
- Arrange complex travel itineraries for investment team
- Manage travel expense reporting and reconciliation
Please submit your resume to apply
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