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Personal Assistant

  • Job Number 530038
  • Type Permanent
  • Location New York, NY
  • Pay $0 - $100,000
  • Referral Bonus $250

Personal Assistant

Job Description:

Job Title: Office Manager and Personal Assistant
Location: NY and CT.
About the company: The client is a leading financial services company committed to providing exceptional solutions and services to our clients. They pride themselves on our professional and dynamic work environment, and they are looking for a motivated and organized individual to join our team as an Office Manager and Personal Assistant.

Position Summary: They are seeking a dedicated and detail-oriented Office Manager/Personal Assistant to support the efficient operation of our office and assist the President with personal (60%) and professional (40%) needs. This role is vital in ensuring that our office runs smoothly and that our President can focus on strategic responsibilities. Office Manager/Personal Assistant will be reporting daily to the Chief of Staff.

Key Responsibilities:
Office Management (40%):

Oversee daily office operations, including managing office supplies, equipment, and maintenance.
Coordinate office activities and operations to secure efficiency and compliance with company policies.
Manage office budget and expenses, ensuring cost-effectiveness and budget adherence.
Serve as the main point of contact for office-related vendors and service providers.
Organize and schedule meetings, appointments, and events, including arranging catering and meeting room setups.
Maintain office policies and procedures, updating them as necessary to improve efficiency.
Handle incoming and outgoing mail and packages.
Ensure a clean, organized, and professional office environment.

Personal Assistance (60%):
Provide comprehensive support to the President, including managing her calendars, scheduling appointments, and coordinating First-Class travel arrangements, both national and global.
Assist with personal tasks such as handling correspondence, managing personal schedules (e.g. household, art, settling CC bills), running errands, and coordinating her son’s schedule (school and athletic commitments).
Prepare reports, presentations, and other documents as required by the President.
Manage confidential and sensitive information with discretion and professionalism.
Coordinate and assist with special projects and events, both personal and professional.
Act as a liaison between the President and internal/external stakeholders.
Handle any additional tasks or projects as assigned by the President.

Requirements:

Qualifications:
Bachelor’s degree or equivalent experience preferred.
Proven experience as an Office Manager, Personal Assistant, or similar role.
Strong organizational and time-management skills.
Excellent verbal and written communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Ability to multitask and prioritize effectively in a fast-paced environment.
Discretion and confidentiality in handling sensitive information.
Professional demeanor and appearance.
Strong problem-solving skills and attention to detail.
Ability to work independently and as part of a team.
Ability to be on-site 5 days/week.

Benefits:
Competitive salary 100k DOE and performance-based bonuses.
Comprehensive health, life, dental, and vision insurance plans.
Retirement savings plan with company match.
20-day Paid time off and all national holidays, including early release day before a holiday.
5 sick days
3 community service days
401k with matching up to 4%.
Professional development opportunities.
Friendly and collaborative work environment.