Administrative Receptionist/OM

New York, NY

Our client is a reputable boutique wealth management firm with over 50 years of industry stability & success. The have successfully helped generations of families and individuals navigate life’s challenges, building a portfolio valued at over $1 billion dollars. They are headquartered in NYC and currently have about 20 employees, most of which have been with the firm for 5+ years. They are now looking to add an Administrative Receptionist/Office Manager to the team. Title is flexible based on experience.

 

 

Responsibilities

 

  • Greet guests & provide an positive experience to every person that enters the office
  • Answer and direct all incoming calls
  • Manage pantry supplies & restock kitchen throughout the day
  • Set up & breakdown meeting rooms
  • Order office supplies
  • Coordinate holiday party and firm outings
  • Make travel arrangements
  • Print and bind marketing presentations at quarter end and for large meetings/trips
  • Maintain out of office/conference room calendar
  • Scan incoming checks, confirm receipt with client
  • Handle outgoing distribution of mass mailings as well as one off mailings
  • Process account changes in various systems once paperwork comes in
  • Upload documents to client portal and/or resend to client as needed
  • Various other projects as assigned

 

 

Requirements

 

  • 4 year degree
  • Excellent personal work habits, initiative and character and a 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, etc.)
  • Strong interpersonal skills with the ability to interface with multiple teams and individuals at all levels
  • Excellent written and verbal communication skills

 

 

 

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

 

#LI-TH1

Date Posted 9/21/2018
Salary $70,000 + Bonus






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