Executive Assistant

An investment firm in Manhattan seeks a temporary Executive Assistant to support a team. The ideal candidate will have 5+ years of executive/administrative experience supporting a team out of financial services. Temporary opportunity with the potential to go permanent. Fully onsite Monday - Friday Hours: 8:30am - 5:00pm Pay rate: $45-50/hr Executive Assistant Key Responsibilities & Duties Manage client cash transactions, bill payments, and inter-departmental approvals using internal banking systems. Screen and route incoming communications, ensuring timely follow-up and professional correspondence. Compose and proofread written communications using financial vocabulary and firm knowledge. Organize meetings, luncheons, and calendar scheduling for the Client Advisory team. Maintain Salesforce records, manage mail merges, and generate reports for client advisory activities. Process expense reports and coordinate travel arrangements for team members. Assist in client communication, documentation, and preparation of meeting materials. Support account administration tasks, including account openings and asset transfers. Collaborate with CPAs for tax-related information and ensure timely tax payments. Executive Assistant Job Requirements Bachelor of Arts (BA) degree is required for this position. 5+ years of experience in administrative support roles. Proficiency in Salesforce and Microsoft Office Suite, including Excel, Word, and PowerPoint. Strong organizational and communication skills, both written and verbal. Experience in financial transactions and bookkeeping is preferred. Ability to manage multiple tasks and prioritize effectively in a hybrid work environment. Knowledge of compliance and audit processes is advantageous. Flexibility to adapt to varying schedules and support team needs as required. Excellent interpersonal skills to establish effective working relationships. Green Key Resources