CareerPlan

Sr Administrative Assistant

New York, NY, USFull-time2026-10-07 → 2026-11-10
Hybrid

Core

Provide high-level executive support to the CFO and Office Manager, managing calendars, confidential matters, office operations, and special projects.

Role type

Senior Administrative Assistant (Executive Support)

Builds

Executive effectiveness and office operations for a $20B investment firm

Domain

Financial Services / Investment Management

Required skills

Calendar management, confidential information handling, expense processing, vendor liaison, travel coordination, document preparation, office operations management, inventory control, stakeholder communication, process improvement

Preferred skills

Financial services experience, Concur/Adobe/DocuSign/Claude proficiency, polished client-facing demeanor

Technologies

Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, SharePoint), Concur, Adobe, DocuSign, Claude

Responsibilities

Manage complex calendars for C-level executives, coordinate meetings and events, process vendor invoices and expense reports, act as first point of contact for visitors, maintain office supplies and records, plan domestic and international travel, liaise with building management and external partners

Seniority

Senior, hands-on IC