About The Position

The Office Manager for Capital Markets personnel based in the Boston office will manage the shared calendar, visitors, and security requests. Responsibilities include arranging video conferences and meeting spaces, handling expense reports for assigned staff, assisting with the expense pre-approval process, and ensuring compliance with policies. The role requires acting as a subject matter expert for the team regarding travel and expense policies, coordinating domestic and international travel agendas, managing phone calls, and maintaining client contact information in the CRM system. Additional tasks include assisting with technology requests, supply orders, staff onboarding and offboarding, creating and editing spreadsheets and presentations, preparing invoices, and leading ad hoc projects as requested.

Requirements

  • 2-5 years of administrative experience within the finance industry
  • Bachelor’s degree or equivalent
  • Ability to work in a dynamic, fast-paced environment
  • Ability to organize, prioritize, multi-task and solve problems efficiently
  • High attention to detail
  • Strong written and verbal communication skills
  • High degree of integrity and confidentiality
  • High proficiency in Microsoft applications - Outlook, Word, Excel, PowerPoint
  • Ability to learn new technology quickly and adapt functionality
  • Exhibits sound judgement and decision-making abilities
  • Ability to interact effectively with internal and external personnel
  • Excellent telephone etiquette
  • Self-starter with ability to work independently

Responsibilities

  • Manage Boston Office shared calendar, visitors, and security requests
  • Arrange video conferences and meeting spaces
  • Handle expense reports for assigned staff and assist with expense pre-approval process
  • Act as a subject matter expert for T&E and other policies
  • Coordinate domestic and international travel agendas
  • Manage phones and screen incoming calls
  • Manage client contact information in CRM and assist with call reports
  • Assist with technology requests, supply orders, and miscellaneous queries
  • Assist with staff onboarding and offboarding
  • Create and edit spreadsheets and presentations
  • Prepare and submit invoices
  • Handle regular activities without prompting and advise in advance of issues
  • Work cooperatively with team members to support overall coverage
  • Maintain information flow to internal partners
  • Lead and coordinate ad hoc projects as requested

Benefits

  • Comprehensive Total Rewards Program including bonuses and flexible benefits
  • Competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to build close relationships with clients
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