Financial Administrative Assistant

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!

Dynamic Administrative Assistant Opportunity - Greenwich, CT - Hybrid 3 days in office - Salary + Bonus + OT
‍
‍

RESPONSIBILITIES
• Manage calendars and appointments utilizing Microsoft Outlook.
• 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
• 2 + years of Administrative and bookkeeping experience, ideally in a professional services or financial industry
• Strong organizational skills, attention to detail is crucial
• Proficiency in Microsoft office - Word, PowerPoint, and Excel
• Excellent time management, organizational and interpersonal skills;
• Resourceful, well organized, highly dependable, efficient and detail oriented;
• Hands-on problem solver;
• High level of discretion and ability to handle sensitive and confidential information
• Team player with flexible attitude
• Bachelor's Degree preferred

‍
Please submit your resume for consideration!