Team Assistant - Private Wealth


Admin + Office Support


New York, New York

Employment Type



Rapidly growing Asset Manager with a gorgeous office in Midtown, Manhattan seeks  a Team Assistant to support a group within Private Wealth. This is a highly visible role, which is client facing and works with a great team. They boast a collaborative culture,  amazing benefits and perks including onsite gym and chef. In office 4 days a week and WFH all of August!

Compensation : $75000 - $90000
Job ID : 24611

Job Function:

  • Scheduling meeting with high profile clients and coordinating all logistics surrounding those meetings
  • Preparing presentations and other client materials for meetings.
  • Booking domestic and international travel and processing expenses.
  • Maintaining the CRM system and running reports
  • Taking on ad hoc projects as asked.

Job Requirements:

  • A minimum of 2 years Administrative Support experience preferably out of Financial or Professional Services with heavy in person client exposure
  • Advanced knowledge of MS Office.
  • Experience working with CRM systems a plus
  • High level of attention to detail.
  • Ability to work proactively and independently
  • A Bachelor's degree


Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.