Administrative/ Data Entry Remote Position

The Opportunity Our client, a highly successful and growing investment firm, is seeking an experienced Senior Administrative Assistant to join its team. This is a highly visible position supporting senior leadership while also playing an important role in the day-to-day operations of the organization.
This opportunity is ideal for an accomplished administrative professional who enjoys being at the center of a fast-moving business. The successful candidate will be organized, personable, proactive, and comfortable balancing executive support with a variety of operational, business development, and office-related responsibilities.
Executive & Administrative Support
Provide high-level administrative support to Partner-level and senior leadership.
Coordinate domestic travel arrangements and develop detailed itineraries.
Prepare reports, correspondence, presentations, and other materials as needed.
Meetings & Office Coordination
Coordinate recurring and ad hoc meetings, including scheduling, preparation and distribution of materials, catering, and other meeting logistics.
Help ensure conference rooms, common areas, and office supplies are appropriately maintained and stocked.
Coordinate incoming supplies, deliveries, and other office-related needs.
Provide reception coverage and assist with general administrative and clerical responsibilities as needed.
Travel & Expense Management
Coordinate travel schedules and prepare comprehensive itineraries for senior team members.
Assist with expense reporting and reconciliation, including serving as backup for recurring expense-reporting responsibilities.
Maintain accurate documentation related to travel and business expenses.
Assist with CRM administration, data maintenance, and related business development activities.
Provide administrative support for special projects and business development initiatives.
Correspondence & Special Projects
Coordinate important mailings, including certified correspondence, tax-related filings, distributions, and notifications.
Maintain organized records and ensure time-sensitive materials are processed accurately.
Take ownership of special projects and additional responsibilities as business needs evolve.
6+ years of administrative, executive assistant, or comparable professional experience.
~ Strong attention to detail and a high level of personal accountability.
~ Ability to maintain discretion and professionalism when handling sensitive or confidential information.
~ Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
~ Experience with Concur or a comparable travel and expense management platform preferred.
~ Comfortable using virtual meeting and conferencing platforms, including Microsoft Teams and Zoom.

The ideal candidate is more than someone who simply manages calendars and completes administrative tasks. This individual will thrive in an environment where priorities can shift quickly, attention to detail matters, and exceptional service is expected. Someone who enjoys supporting senior leaders, building strong working relationships, solving problems, and contributing to the overall effectiveness of a growing organization will find this to be an excellent opportunity.