Our client, an investment management firm, is seeking an Administrative Assistant/Client Coordinator to provide support to their Capital Strategies & Formation team in Midtown Manhattan. The hours are 9:30/10:00am–6:00/7:00pm ET with occasional after-hours email monitoring. This position is fully onsite, five days a week.

Responsibilities:

• Serve as a primary contact for client and prospect inquiries, delivering high-quality and professional service
  • Coordinate investor meetings and events, including scheduling, managing RSVPs, and preparing and sharing materials such as PowerPoint decks and agendas
  • Support the execution of meetings by handling logistics and sending follow-up materials directly to clients
  • Track meeting takeaways and manage related follow-up tasks to ensure timely execution
  • Act as the liaison for the team, helping manage administrative and project-based priorities

Qualifications:

• 3-6+ years of experience in financial services or a client facing support role required
  • Excellent client service and communication skills with the ability to manage relationships across seniority levels
  • Highly organized, detail-oriented, and calm under pressure in a fast-paced, dynamic environment
  • Proactive and collaborative with strong follow-through and a no-task-too-small mentality
  • Strong problem-solving ability and comfort working in a fluid, entrepreneurial setting
  • Proficient in Microsoft Office; experience with Salesforce or similar systems a plus
  • Bachelor’s degree preferred

Compensation/Benefits:

• Up to $135K base salary plus bonus
  • Medical, dental, and vision coverage
  • Generous PTO
  • 401K
  • Learning and education budget
  • Commuter benefits