Administrative Assistant/Paralegal- Family Office
3 weeks ago
Prominent, ultra high net worth family office seeks an Administrative Assistant with a paralegal background.
This is an on-site role in midtown Manhattan
Responsibilities Include:
- General clerical duties including photocopying, fax, scanning, shredding, and sending mail out.
- Answer Phones.
- Assist with meeting setup - including room preparation, beverages and snacks. Not limited to presentations, preparing agenda, and other documents as needed for the team.
- Assist on miscellaneous projects as they arise for the Family Office and the Family.
- Run errands as required (bank, post office, and properties etc.)
- Run to the bank daily if checks have been received. No checks should be left over the weekend
- Backup for daily wires.
- Assist with mail distribution.
- Cross train with other employees for full coverage.
- Obtain approvals and signatures to open new accounts.
- Miscellaneous research projects for Family Office team members.
- Prepare outgoing mail, USPS, UPS, Fedex, and messenger etc.
- Scan and save documents to the network.
- Print documents and find files for the team.
- Prepare and organize the NYO bank statements and invoice files.
- Filing of all invoices and statements for all family members.
- Manage and monitor the NYO Document Location Report. Update manager quarterly.
- Work with other team members to pull yearly bank statements and invoices to send to storage.
- Provide backup support to Executive Assistant
Qualified candidates should have at least 5 years of experience as an Administrative Assistant in a family office or financial services organization. Bachelor's degree required.
Salary 80-100k base plus overtime and bonus eligible.
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