Administrative Assistant- Family Office
Phyton Talent Advisors - new york city, NY
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Prominent, ultra high net worth family office seeks an Administrative AssistantThis is an on-site role in midtown ManhattanResponsibilities Include:- General clerical duties including photocopying, fax, scanning, shredding, and sending mail out.- Answer Phones.- Assist with meeting setup - including room preparation, beverages and snacks. Not limited to presentations, preparing agenda, and other documents as needed for the team.- Assist on miscellaneous projects as they arise for the Family Office and the Family.- Run errands as required (bank, post office, and properties etc.)- Run to the bank daily if checks have been received. No checks should be left over the weekend- Backup for daily wires.- Assist with mail distribution.- Cross train with other employees for full coverage.- Obtain approvals and signatures to open new accounts.- Miscellaneous research projects for Family Office team members.- Prepare outgoing mail, USPS, UPS, Fedex, and messenger etc.- Scan and save documents to the network.- Print documents and find files for the team.- Prepare and organize the NYO bank statements and invoice files.- Filing of all invoices and statements for all family members.- Manage and monitor the NYO Document Location Report. Update manager quarterly.- Work with other team members to pull yearly bank statements and invoices to send to storage.- Provide backup support to Executive AssistantQualified candidates should have at least 5 years of experience as an Administrative Assistant in a family office or financial services organizationSalary 80-100k base plus overtime and bonus eligible.
Created: 2024-10-21