Administrative Assistant / Office Manager

This is a hybrid (4 Days on-site, 1 Day WFH) role located near Time Square / New York City, NY.

Our client is a Registered Investment Advisor (RIA) for high-net-worth individuals, and families and is looking for an Administrative Assistant / Client Services Associate to provide administrative and operational support to 2 partners of the firm.

Responsibilities:

• New account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records, and preparing client communication.
• Preparing and processing client documentation.
• Assisting in reconciling performance reports.
• Executing cashiering, money movement, and ACH requests.
• Analyzing reports to determine the appropriate action to be taken on behalf of client accounts.
• Answering phones, greetings clients, and maintaining calendars for multiple Wealth Advisors.

Requirements:

• Bachelor's Degree required.
• Must have strong organizational and prioritization skills.
• Experience working in an office environment
• High level of professionalism
• Strong Customer / Client services orientation. Previous experience in customer-facing roles required
• Experience in an Administrative Assitant / Office Manager role.
• Ability to work independently to research and resolve client issues.