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The Opportunity

We're looking for an Office Manager, working in the Financial Services industry in New York, New York, United States.

  • Runs the day-to-day office operations and supports the owner of a well-established financial family office. 
  • Works closely with the owner to establish and maintains an ongoing budget of income and expenses for the entire office.
  • Tracks all transactions in QuickBooks and works closely with our accountant to reconcile the bank statement each month.
  • Provides financial and year-end projections to the owner each month for review.
  • Provides accountant with all financials and budgets to properly file and pay the company’s annual tax returns, as well as quarterly estimated tax payments.
  • Manages incoming calls and schedules requests for the owner.
  • Coordinates with Executive Assistant to the CIO for scheduling investor meetings.

We are offering Competitive Compensation and Benefits.

Our Client

Our client provides Professional Services, Project & Process Delivery, and Staffing Solutions.  Serving companies looking to hire top talent like you. Growing since starting business 10+ years ago.

Focused on quality service to organizations, candidates and consultants.

In energy, oil and gas, healthcare/medical, insurance, legal, retail, hardware, telecommunications, manufacturing, technical services, software & web development, financial, construction, engineering, consulting, government, and education markets.

Talent is the driving force for successful businesses.  That success creates opportunities for talented individuals.  Do you have what it takes to contribute to this positive cycle?

Experience Required for Your Success
  • High school diploma or equivalent.
  • 5 years experience or equivalent.
  • Must be highly proficient with Microsoft Office (Outlook, Word, Excel).
What Do You Think?

Does your experience reflect what it takes to be successful in this role? Do the work and challenges get you excited about what's possible? Apply here.

Not exactly? Join Our Talent Community, and we'll let you know of additional opportunities.