Executive Assistant – Financial Services Consultancy

Our client, a financial services consultancy is currently seeking an Executive Assistant for their NYC office. Working as part of a tight-knit team you will also ensure the office is maintained.  This is a hybrid working role, based part of the time out of their Manhattan office. 

Duties:

• Provide high-level administrative support to company executives and team members
• Acting as gatekeeper for executives and team members; responding to client and internal correspondence
• Manage and maintain schedules; coordinate meetings including preparation of agendas
• Coordinate travel for executives and also sometimes clients
• Complete expense reports
• Provide office and facilities support including, correspondence with building management, ordering supplies, stocking common areas, submitting IT requests, and other office management responsibilities as needed
• Compiling reports, and maintaining client information and records on CRM

Qualifications:

• High School diploma required, college degree helpful
• Minimum of 7-10 years of executive office administration
• Office management experience preferred
• Experience in financial services, insurance and/or consulting is a plus
• Advanced knowledge of Microsoft Office especially Excel and PowerPoint is strongly preferred
• Experience with Client Relationship Management (CRM) systems