Job Description

A great financial services company located in Greenwich, CT is looking for a college grad with one to three years of corporate experience (or solid internships) to join their team as an Administrative Assistant with front desk responsibilities. This position will have projects and the responsibilities will grow over time. It's a hands-on position with broad exposure to the firm's partners, investment professionals, and finance team. This is a great opportunity for a recent grad who takes ownership and thrives in a small, fast-moving environment. NOTE; THIS IS A FULLY IN OFFICE POSITION (NOT HYBRID); the hours are 9-5.

KEY RESPONSIBILITIES

• Sit at the front desk, meeting and greeting guests and investors
• Arrange travel and detailed itineraries for partners and managing directors
• Support Concur administration for the firm, including user setup, report review, and troubleshooting
• Support vendor management and contract renewals, tracking renewal dates and maintaining vendor records
• Serve as day-to-day liaison to the firm's outsourced IT provider and order IT equipment for new hires
• Support the investor relations team with Salesforce data entry and maintenance, along with reporting and ad hoc project support as needed
• Process tax notices — scan, log, and route to the appropriate internal and external parties
• Manage invoices
• Coordinate Annual General Meeting logistics, including guest list, hotel, dinner, and gifts

QUALIFICATIONS

• Bachelor’s degree required
• One to three years of administrative, operations, or coordination experience preferred (also open to 2026 college grads with solid internship experience)
• Strong written and verbal communication skills; this role corresponds directly with partners, investors, and vendors
• Proficiency in Microsoft Outlook, Excel, and Word, with the ability to learn new systems quickly and independently
• Exceptional attention to detail and reliable follow-through
• Discretion in handling confidential financial, investor, and personnel information
• Experience with Concur and/or Salesforce, and exposure to financial or professional services, is a plus

Job Tags

Similar Jobs