Administrative Assistant - Finance

Administrative Assistant - Greenwich, CT - Hybrid 4 days in office - Salary + Bonus

Our client, a prominent, global private investment firm focused on Real Estate, is looking for an Administrative Assistant to support the CFO and team of their Family office.

In this dynamic role you will handle both administrative and bookkeeping duties and partner with key stakeholders at all levels. This is an exciting opportunity to work with a collaborative team at a top firm around the world and build your administrative career!

This position reports to the office in Greenwich, CT 4 days / week onsite, 1 day remote

Compensation package includes base + bonus and benefits

RESPONSIBILITIES

• Create, maintain, and edit documents, spreadsheets, and presentations.
• Organize and keep track of financial records, including recording payments and wires, tracking invoice statuses, and ensuring timely documentation of transactions.
• Manage capital calls and investment documentation for high net-worth family portfolio
• Write checks and assist with basic accounts payable / receivable tasks, ensuring accuracy and proper documentation.
• Monitor and reconcile financial transactions across multiple currencies; familiarity with currency conversions is a plus.
• Act as a gatekeeper taking messages and passing along calls in a timely and professional manner
• Coordinate internal and external meetings including room reservations, equipment set-up, and meeting material preparation (e.g., presentations, agendas).
• Process expense reports in Concur, ensuring compliance with the Travel & Expense Policy.
• Arrange all travel for executives including flights, hotels, car rentals, and car services through the Amex travel desk.
• Track team PTO and sick days.
• Perform ad-hoc assignments as requested.

QUALIFICATIONS

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com / home / candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.