Administrative Assistant

We’re looking for a confident, highly organized, detail-driven self-starter to join our collaborative team in a broad, hands-on operational role.

Responsibilities

• Office & facilities management – Serve as the front-desk point of contact (visitors, deliveries, mail, postage); keep supplies stocked and common areas orderly; arrange meeting logistics and parking; and maintain digital filing and firm records.
• Executive & travel support – Coordinate travel, itineraries, and calendars; manage gifts, flowers, and cards; and handle ad hoc executive, client, and prospect requests.
• HR & marketing – Assist with employee onboarding/offboarding (paperwork, access setup, background checks, and candidate scheduling) and support firm marketing initiatives, mailings, and collateral.
• Accounts payable & vendors – Manage vendor interactions and documentation, code credit card expenses through Bill.com, and collect vendor W-9s.
• Broker-dealer / regulatory support – Support the affiliated broker-dealer in similar tasks; assist with FINRA and compliance manuals, regulatory paperwork, monthly brokerage-statement reconciliation, compliance meetings, and the compliance calendar.
• Information technology – Liaise with outside IT and telecom vendors; manage laptop, mobile, and AV procurement and maintenance; track support tickets.

Requirements

• Bachelor’s degree preferred.
• Five or more years of experience in an office management, executive assistant, or bookkeeping role, ideally within a professional services firm.
• Power user of Microsoft Office; experience with Salesforce, videoconferencing, and general office technology.
• Exceptional organizational skills and the ability to multi-task and prioritize with strong attention to detail.
• Extraordinary oral and written communication skills and a polished, professional presence.
• Discretion and sound judgment in handling confidential financial, client, and personnel information.

Pay

Up to $50K base, commensurate with experience.