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Administrative Assistant - Financial Services

WhiteCap Search

A growing Financial Services firm is seeking an Administrative Assistant to support its Executive team. The role involves assisting partners and senior leaders, including the CCO and CFO, with various administrative tasks. The position is ideal for candidates with a strong organizational background and experience in a corporate environment.

Responsibilities
  • Coordinate scheduling and manage calendars for 3-5 senior executives.
  • Handle expenses using Expensify.
  • Assist with organizational tasks, including supporting an office move.
  • Coordinate with vendors and manage general office responsibilities such as ordering supplies.
  • Set up for events and meetings, and manage conference rooms.
  • Book travel arrangements and restaurant reservations.
  • Potential to assist with personal tasks as the role grows.
  • Assist with setting up events at company-owned properties during the summer.
Work Schedule
  • Hours: 8am-5pm
  • Contract to hire position
  • Onsite: Fully onsite
Requirements
  • At least 1 year of administrative experience, preferably in financial services or a corporate environment.
  • Experience with Expensify is a plus.
  • Proficiency in Excel and Outlook.
  • Strong organizational skills.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted guarantee of certain compensation package for position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Vacancy posted 2 days ago
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