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.





  • 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





  • 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.



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

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