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Office Manager/Administrative Assistant

Full Time,Temp to Hire

Beacon Hill Staffing Group

Office Manager/Administrative Assistant
New York, New York
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Job Id: A1322935NY-Temp_1675404079
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Boutique wealth advisory firm located in Manhattan is seeking to hire a Temp to Perm Office Manager/Administrative Receptionist. This position will start early next week, require 5 days in office. Monday – Friday, 9:00am-5:00pm, availability for OT as needed.

Responsibilities:

  • Greet guests (offer refreshments, escort guests to the conference room as needed).
  • Answer and direct all incoming calls.
  • Order group lunches.
  • Restock the kitchen throughout the day; load and unload the dishwasher.
  • Clean up after client / firm meetings, wipe down the conference room tables, and get conference rooms ready for the next meeting, including having A/V equipment ready.
  • Order office supplies.
  • Coordinate holiday parties and firm outings.
  • Make travel arrangements as needed.
  • Maintain out-of-office/conference room calendar.
  • Sort mail.
  • Scan incoming checks and confirm receipt with clients.
  • Scan documents into Laserfiche – incoming correspondence and any hard copies provided by PM teams.
  • Handle outgoing distribution of mass mailings and one-off mailings (USPS, FedEx, fax).
  • Process account changes in various systems once paperwork comes in.
  • Contact information/changing delivery method/address changes (ad-hoc & alerts).
  • Upload documents to the client portal or resend to clients as needed (1099s, monthly statements, YE reports, etc.).
  • As tasks are mastered, other projects of increasing responsibility will be assigned.

Required:

  • 2+ years experience working in administrative role / corporate setting
  • Extremely reliable and detail-oriented.
  • High level of organization with the ability to multi-task and prioritize.
  • Ability to work well under time pressure and independently.
  • Excellent personal work habits, initiative, character, and dedication to the firm’s core values of integrity, commitment, respect, and innovation.
  • Strong computer skills and aptitude for technology, including Microsoft Office systems (Excel, Word, PowerPoint, etc.), Adobe Acrobat, etc.
  • Ability to have conference rooms ready for meetings with A/V set up, etc., once trained.
  • Strong interpersonal skills with the ability to interface with multiple teams and individuals at all levels.
  • Excellent written and verbal communication skills.
  • Forward thinking, taking the initiative on tasks they can handle without being asked to do so

Compensation/Benefits:

  • DOE 50K-80K perm base + OT + bonus
  • PTO (17 days to start) , 401K, medical, dental vision

A1322935NY-Temp_1675404079

Apply Now

Apply Now