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Job Title


Financial Administrative Assistant


Company : Career Group


Location : Greenwich, CT


Created : 2025-07-15


Job Type : Full Time


Job Description

Dynamic Administrative Assistant Opportunity - Greenwich, CT - Hybrid 3 days in office - Salary + Bonus + OTOur client, a prominent, global private investment firm focused on Real Estate, is looking for an Administrative Assistant to support the CFO and team of their Family office. In this dynamic role you will handle both administrative and bookkeeping duties and partner with key stakeholders at all levels. This is an exciting opportunity to work with a collaborative team at a top firm around the world and build your administrative career!This position reports to the office in Greenwich, CT 3 days/ week onsite, 2 days remoteCompensation package includes base + bonus and OTRESPONSIBILITIESManage calendars and appointments utilizing Microsoft Outlook.Create, maintain, and edit documents, spreadsheets, and presentations. Organize and keep track of financial records, including recording payments and wires, tracking invoice statuses, and ensuring timely documentation of transactions. Manage capital calls and investment documentation for high net-worth family portfolio Write checks and assist with basic accounts payable/receivable tasks, ensuring accuracy and proper documentation. Monitor and reconcile financial transactions across multiple currencies; familiarity with currency conversions is a plus. Act as a gatekeeper taking messages and passing along calls in a timely and professional mannerCoordinate internal and external meetings including room reservations, equipment set-up, and meeting material preparation (e.g., presentations, agendas).Process expense reports in Concur, ensuring compliance with the Travel & Expense Policy. Arrange all travel for executives including flights, hotels, car rentals, and car services through the Amex travel desk. Track team PTO and sick days. Perform ad-hoc assignments as requested. QUALIFICATIONS2 + years of Administrative and bookkeeping experience, ideally in a professional services or financial industryStrong organizational skills, attention to detail is crucial Proficiency in Microsoft office - Word, PowerPoint, and Excel Excellent time management, organizational and interpersonal skills; Resourceful, well organized, highly dependable, efficient and detail oriented;Hands-on problem solver; High level of discretion and ability to handle sensitive and confidential informationTeam player with flexible attitudeBachelors Degree preferred You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting /home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.