Receptionist/ Admin Assistant

Westchester, NY



  • Backup telephone duties, general filing & scanning, assistance with monthly check run mailing, assist with analysis projects, spreadsheet
  • Maintain Outlook calendars
  • Meet and greet visitors, hang coats, offer beverages, prepare and clean conference room, etc.
  • Responsible for stocking the kitchen, maintaining the inventory, monthly ordering and daily upkeep of kitchen (unload and stock deliveries), load and unload dishwasher daily, general cleanup.
  • Maintain inventory and daily upkeep of supply room (unload and stock deliveries), responsible for monthly ordering.
  • Ensure all copiers and faxes are properly stocked, maintain toner inventory and service requests.
  • Order lunch daily and maintain receipts; order for meetings as needed.
  • Sort the daily incoming mail appropriately, open, sort, distribute, and process accordingly. Bring outgoing mail/FedEx to mailbox.
  • Coordinate travel arrangements and generate itineraries (domestic & international).
  • Various projects as presented.
  • Reconcile invoices as received to our inter office log and prepare for processing.
  • Download Weekly/Monthly Statements – banking, and various utilities
  • Arranging client events.
  • Corporate Credit Card – document maintenance and monthly allocation
  • Process deposits as needed.




  • College Degree (4-year degree desired).
  • Previous experience within a financial services firm preferred (2+ years).
  • QuickBooks experience a plus.
  • Act with discretion, maintain client confidentiality, and work/interface with others in a cooperative manner





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 1/9/2020
Salary $25.00/ Hr

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