Executive Assistant/Office Manager/Ops - Investment Firm - Career Group

Executive Assistant/Office Manager/Ops – Investment Firm

A prestigious private family office and investment firm is hiring for an Executive Assistant/Office Manager. We are seeking someone proactive and detail-oriented, with a focus on efficiency and precision. This role is critical in maintaining the operational excellence and working closely with the CFO & Analysts.

Salary commensurate with experience

$120-200K range + discretionary bonus + comprehensive, fully paid benefits package, 401k, chef onsite to make lunch, etc.

Location: Gorgeous Flatiron District, NYC office, OnsiteMonday – Friday 5 days/week

Hours: Flexible between 8am-6pm, but not always expected to be in office these hours – flexible mindset

Qualifications:

• Bachelor's degree required
• 3-15 years of relevant experience in financial services or investment management
• Exceptional organizational and time management skills
• Strong proficiency in Microsoft Office Suite
• Detail-oriented with outstanding follow-through
• Excellent written and verbal communication skills
• Ability to maintain strict confidentiality
• Problem-solving mindset
• Experience with Trinet or similar HRIS systems preferred

Responsibilities include:

Operations Support

• Work closely with CFO on expense management, reporting and other administrative duties.
• Process expense reports and maintain accurate records
• Assist with basic accounting tasks

Office Management & HR Support

• Oversee daily operations of our NYC office, ensuring a professional and productive environment
• Manage vendor relationships including cleaning staff, caterers, and IT support
• Handle office supply inventory, stocking, and procurement
• Oversee the employee lifecycle working with PEO
• Coordinate recruiting process
• Execute onboarding/ offboarding

Events & Special Projects

• Plan and execute team events including annual retreats and holiday celebrations
• Coordinate year-end gift programs
• Support team-building initiatives that reinforce our culture

Travel Coordination & schedule management

• Arrange complex travel itineraries for investment team
• Manage travel expense reporting and reconciliation

Please submit your resume to apply!

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.