Administrative Assistant

A Leading Asset Management Firm in Midtown needs a rockstar Administrative Assistant to support their Marketing team! This is a dynamic role where the successful candidate will be working on both traditional administrative duties, and with marketing and client relations representative on ad-hoc projects. This is a perfect role fit for an engaging and excited candidate who is passionate about working somewhere where no two days are the same!

The firm operates on a hybrid 3 days in office/ 2 days WFH schedule 


In this role, you will:

• Oversee all team schedules and calendars and coordinate client meetings
• Maintain the client database, coordinating contact lists and other distribution lists, assisting inquiries;
• Work with Client Relations & Marketing Representatives on new entries into the Redemption & Contribution Registers;
• Plan team travel between preparing detailed itineraries and managing expense reports;
• Draft correspondence and assist in producing marketing presentations, materials, meeting agendas, relationship summaries, and other documents as necessary;
• Work in partnership with the other administrative assistants in the group to ensure the optimal level of support for the entire team;
• Prepare and send correspondence
• Screen and route incoming phone calls
• Ad hoc administrative support for additional team members as needed

What we’re looking for:

• At least 3+ years of experience supporting several executives within a financial services firm. Administrative assistance experience within marketing preferred.
• Strong proficiency in Microsoft Word, Excel, PowerPoint and Outlook. Some knowledge of Salesforce or a contact database is a plus.
• Bachelor’s degree preferred
• Demonstrated experience handling sensitive and confidential information
• Excellent interpersonal, verbal and written communication skills.
• Ability to independently manage multiple projects with no supervision
• Meticulous attention to detail and organization
• Collaborative and motivated mindset
• Ability to adapt to changing priorities
• Visible desire to grow and take on more responsibilities within the position

This is a great position fit for a dedicated, high-touch individual. Please submit your resume for consideration.


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