Executive Assistant/Office Manager/Ops Investment Firm Job at Career Group in Ne

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, OnsiteMonday 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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