Provides high-level administrative support to multiple investment professionals and office staff, handling a wide range of tasks with precision, discretion, and confidentiality. This role requires flexibility, as responsibilities may shift daily based on business needs. The ideal candidate demonstrates professionalism, sound judgment, and integrity while interacting with internal stakeholders and external clients. In addition to administrative duties, this position also supports front desk operations, including managing incoming calls, welcoming guests, and ensuring the office and kitchen areas are well-maintained and organized.

This is an opportunity to join a high-performing team within a respected financial firm where your contributions are visible, valued, and make a meaningful impact every day.

Responsibilities

• Provide general front desk support. Greet all guests with warm hospitality and answer calls with a professional demeanor.
• Order and distribute daily lunch orders for the office.
• Maintain office supplies and kitchen/food inventory. Make sure the kitchen and conference rooms stay tidy and stocked with beverages.
• Oversee office machine maintenance (copy machines & printers).
• Maintain calendars, schedule meetings, and make travel arrangements. Proactively review calendars to ensure efficient and smooth scheduling of all meetings.
• Accept a wide range of responsibilities and delegated tasks/projects and see these items through to successful completion. Follow up, when needed, to ensure that matters are completed as appropriate.
• Draft letters, memos, and thank you notes, etc.
• Act as primary contact with third-party technical support group for the technical needs of the office and employees.
• Create certified mail and FedEx labels and distribute incoming mail.

Ideal Experience

• Excellent written and verbal communication skills.
• Strong organizational and time management skills, with the ability to be resourceful and creatively solve problems.
• Proficient in Microsoft Office applications (including Word, Excel, and PowerPoint).
• Master at Outlook (specifically calendaring and setting up Teams and Zoom meetings).
• Demonstrated ability to take initiative and work independently with little direction.
• Positive, no task is too small, attitude, and flexibility to help with whatever is needed.

#117881

Up to $80,000 salary per year (based on experience)