Administrative Assistant

Kforce's NYC client is a 100 year old Wealth Management firm looking for an Administrative Assistant to support their executive team.

Summary:

The Administrative Assistant provides comprehensive administrative and clerical support to Portfolio Managers and Client Advisors in a fast-paced New York office. Responsibilities include calendar management, travel coordination, expense reporting, meeting and event coordination, client and prospect presentation preparation, correspondence handling, and document management.

This role requires strong organizational skills, discretion with sensitive information, advanced Microsoft Office proficiency, and the ability to manage multiple priorities while delivering high-quality client service. Ideal candidates have prior administrative experience-preferably in financial services-and demonstrate strong communication, problem-solving, and time-management skills.
* Associate's degree in Business Administration or related course of study

* 2-4 years of administrative work, preferably in financial services

* Advanced knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other standard office procedures and terminology

* Strong and demonstrated Microsoft Office skills, especially Word, Power Point and Excel

* Experience with Concur is a plus