• Administrative Assistant

    Job Locations
    US-NY-New York
    Customer Service/Support
  • Overview

    To provide administrative support to the Senior Managing Director and the New York Commercial and Construction team.  The role will also assist with monitoring KYC/AML due diligence and other various projects. 


    • Maintain Relationship Manager calendars, including but not limited to; heavy scheduling, sending invitations, and arranging meeting space.
    • Responsible for answering telephones and transferring as appropriate; taking messages; and/or assisting directly when necessary.
    • Perform general clerical duties including, but not limited to, photocopying, faxing, scanning, mailing, filing, uploading documentation to proper sources including shared networks and/or programs. Utilize FedEx; UPS; and US Postal Service as appropriate.
    • Greet clients, prospects and visitors. Direct and accompany to appropriate conference rooms. Coordinate meetings and conferences, including ordering food, and setting up and taking down the room. 
    • Manage all logistics for small events within the New York Commercial and Construction team (Board dinners, cocktail parties, Wealth Management roundtables) 
    • Make all travel arrangements for Team (air; rail; hotel; car service, etc.). 
    • Maintain and process all Team Member expense receipts and reports. 
    • Assist Team as necessary with document preparation, including editing, formatting and distribution of documents.
    • Assisting analyst with processing documents and imputing information into various platforms (AFS, PowerLender, Flight Path, Onbase, etc.) 
    • Assisting with UCC and Good Standing searches, ordering credit reports and KYC entry to Appian. Assist team in Reg B compliance
    • Assist with project based work, including research as appropriate and directed.
    • Assist with mailings through Mail Merge and creating labels.
    • Occasional overtime due to event work.
    • Other duties and responsibilities may be assigned.


    Ideal candidate should have:

    • College diploma.
    • 2-5 years of admin experience preferred. 
    • Proficiency in Word, Excel, and PowerPoint.
    • Social Media knowledge. (Facebook, LinkedIn, Twitter, etc.)
    • Ability to work well individually and with the team.
    • Excellent verbal and written communication skills.
    • Handle sensitive information with high confidentiality.
    • Ability to prioritize multiple duties and responsibilities.
    • Ability to work well under pressure in a fast paced environment.
    • Must be detail oriented. 


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed