Position Description:
The Receptionist and Office Administrator position will be a front-facing figure of our New York City office, helping greet, develop and manage relationships consisting of investors, business owners and other deal flow referral sources through a combination of in-person and virtual events as well as telephonic outreach. This represents a unique opportunity to join an established, entrepreneurial team led by executives with decades of experiences across top investment management firms nationwide.
- Prepare materials, travel logistics and event management in relation to investor meetings, conferences, and other business development activities in and around the NYC area.
- Greet relationships and develop strong rapport with them predominantly in the office as well as at out-of-office events.
- Assist with all administrative and operational tasks related to overseeing a fast-paced office environment.
- Assist with overseeing all office policies and procedures.
- Assist team with the coordination of in-office meetings and events which can include scheduling, booking venues, preparing guest lists, fact sheets, and ensuring follow-up happens in a timely manner.
- Ad hoc tasks as needed, inclusive of PowerPoint, Excel and CRM system work.
Required Qualifications:
- 3+ years of professional experience, ideally in an office administration, investor relations or similar capacity within a financial or professional services firm.
- Highly professional and organized, detail-oriented and a quick learner with strong experience using PowerPoint, Excel and CRM software.
- Strong relationship building skills and ability to cultivate personal rapport.
- Positive, “can do” attitude of always trying one’s best.
- Sense of ownership and pride in work, firm and culture.
- Strong communication skills, both verbal and written.
- Ability to manage competing deadlines in a fast-paced entrepreneurial work environment.
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