Administrative Coordinator

Responsibilities

• Manage calendars, arrange travel (flight, hotel, ground transportation), and prepare/print meeting materials.
• Order office supplies and handle other office‑related tasks.
• Coordinate client meetings: schedule and maintain meeting planners in MS Outlook, reserve conference rooms & audio‑visual support, order catering, and register and greet visitors.
• Process travel and expense reports, obtain expense pre‑approvals, and manage reimbursements.
• Handle registration for conferences/events, including pre‑approvals and payment requests.
• Perform ad‑hoc projects for the New York office as needed.

Qualifications

• Bachelor’s degree preferred.
• 5+ years of administrative assistant experience.
• Experience or interest in the financial services/wealth management industry.
• Detail‑oriented, proactive, and resourceful.
• Excellent organizational and communication skills.
• Proven ability to manage multiple priorities in a fast‑paced environment while maintaining teamwork and client service.

Skills

• Professional representation of senior leaders with internal and external inquiries.
• Strong communication: proactive, positive, receptive to feedback, and focused on understanding goals.
• Effective time management and ability to prioritize multiple tasks efficiently.
• Proactive follow‑up, anticipating issues, and closing loops on requests.
• Flexible approach to modify methods for optimal results.
• Partner effectively with managers and peers to foster relationships and improve processes.
• Advanced knowledge of MS Office Suite, Salesforce, and Concur.

Schedule

Location: New York City. Monday – Thursday in the office, remote on Friday.

Pay

Salary range: $85,000 – $125,000. The role is eligible for a discretionary bonus, which, together with base salary and retirement contributions, forms part of the total compensation package.

Benefits

• Paid time off
• Medical, dental, and vision insurance
• Retirement plans
• Life insurance
• Additional benefits for eligible employees