Administrative Assistant/Paralegal- Family Office

3 weeks ago


New York, United States Phyton Talent Advisors Full time

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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