Job Title: Administrative Assistant - III 

Location: New York, NY

Pay Rate: $30 per hour, W 2

Duration: 6+ Month Contract

Work Mode: Hybrid – 3 Days/Week in office

Summary:

• Provide critical operational and administrative support to the Financial Planning Operations team.
• Manage multiple priorities, data, and spreadsheets, and coordinate communications.
• 37.5-hour work week.
• Finger Printing Required.

Responsibilities:

• Provide day-to-day administrative and operational support, including scheduling, coordination, document preparation, data entry, recordkeeping, and follow-up.
• Create, maintain, update, and organize Microsoft Excel spreadsheets, trackers, reports, contact lists, and other business data.
• Use Excel functions and tools to organize, validate, analyze, and present information accurately and efficiently.
• Prepare and format professional documents, presentations, reports, and communications using Microsoft Office applications.
• Support planning, preparation, execution, and tracking of field-facing communications.
• Manage and maintain email distribution lists and contact data.
• Proofread and quality-check emails, documents, spreadsheets, and other materials.
• Maintain organized electronic files, shared folders, documentation, and team resources.
• Track assignments, deadlines, deliverables, and outstanding items.
• Assist with recurring reports, communications, and special projects.
• Identify opportunities to improve administrative processes, organization, communication, and workflow efficiency.
• Perform additional administrative and operational duties as assigned.

Requirements:

• Bachelor’s degree preferred, or equivalent relevant experience.
• Prior administrative, operations, or client service experience required.
• Financial Services/Planning industry experience preferred, specifically in an operations support function.

Preferred Skills:

• Organization: Maintains structure and accuracy while managing multiple assignments.
• Attention to Detail: Consistently identifies errors, inconsistencies, and missing information before materials are distributed.
• Technical Proficiency: Uses Excel and Microsoft Office tools confidently and efficiently.
• Communication: Produces clear, professional written communications and interacts effectively with stakeholders.
• Ownership: Takes responsibility for assignments and follows tasks through to completion.
• Prioritization: Effectively balances competing deadlines and changing priorities.
• Collaboration: Works effectively across teams and with a variety of stakeholders.
• Adaptability: Responds effectively to changing needs and learns new processes and technology quickly.
• Discretion: Handles confidential and sensitive information appropriately.