Administrative Assistant – Financial Services

TEKsystemsNew York, NY
1d$20 - $23Hybrid

About The Position

We are seeking an experienced Administrative Assistant to provide high-level support to executives and team members within a fast-paced financial environment. This role requires exceptional organizational skills, attention to detail, and the ability to handle sensitive information with discretion.

Requirements

  • Strong administrative and calendar management experience.
  • Excellent organizational and communication skills.
  • Ability to work independently and manage multiple priorities.
  • Positive and professional demeanor.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
  • Expert level administrative experience in a corporate or financial setting.

Nice To Haves

  • Familiarity with financial systems and compliance processes.
  • Experience supporting upper leadership in a regulated industry.

Responsibilities

  • Manage calendars, schedule meetings, and coordinate travel arrangements.
  • Prepare and review financial documents, reports, and presentations with accuracy and confidentiality.
  • Handle incoming calls, emails, and client inquiries professionally.
  • Maintain organized filing systems for sensitive financial and regulatory documents.
  • Assist with expense tracking, invoice processing, and budget monitoring in compliance with company guidelines.
  • Support compliance activities by ensuring proper documentation and adherence to policies.
  • Coordinate internal and external meetings, including logistics and materials.
  • Prepare and log departmental expense claims and reports; track expenses to ensure budget compliance.
  • Provide administrative support for audits and regulatory reviews.
  • Perform other duties as required to support the finance team.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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