Job Description
- Manage calendars, schedule meetings, and coordinate travel for executives and team members.
- Prepare and review financial documents, reports, and presentations with accuracy and confidentiality.
- Handle incoming calls, emails, and client inquiries professionally.
- Maintain organized filing systems for sensitive financial and regulatory documents.
- Develop and maintain a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available.
- Assist with expense tracking, invoice processing, and budget monitoring processing invoices for payment in adherence with documented processes and guidelines and vendor agreements.
- Support compliance activities by ensuring proper documentation and adherence to company policies.
- Coordinate internal and external meetings, including logistics and materials.
- Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget.
- Provide administrative support for audits and regulatory reviews.
- Perform other duties as required to support the finance team.
Must Have Requirements:
- 2-3 years previous Executive Assistant or Admin experience
- Adaptable. Multi-tasker
- Proficiency in MS Office applications (PowerPoint, Excel, Word, Outlook, Teams etc.)
- Strong organizational and time-management skills.
- Excellent written and verbal communication abilities.
- Ability to handle confidential financial information with discretion.
- Detail-oriented with strong problem-solving skills.
Nice To Haves:
- Familiarity with financial systems and compliance processes.
- Experience supporting senior leadership in a regulated industry.
- Ability to work independently and manage multiple priorities.
- Positive and professional demeanor.
Administrative Assistant • New York, NY, US
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