Team Coordinator/Finance

Team Coordinator/Finance

08 Oct 2024
New York, New york city 00000 New york city USA

Team Coordinator/Finance

110-130k plus bonus

Our client, one of the most prestigious private equity firms in NY and abroad, is looking for a new dynamic individual to join their well-established team. As a key member of this team, you will be responsible for administrative duties including presentation work, calendar management, event planning, and many additional projects. The ideal candidate must be extremely organized, have a can-do attitude, and the ability to work independently. This is an outstanding opportunity to learn and grow as this group evolves. Financial services preferred!

Responsibilities:

Calendar Management: Organize and schedule meetings for the Finance Team, balancing priorities and coordinating input.

Expense Management: Prepare accurate monthly expense reports in compliance with firm policies.

Presentation Support: Assist in formatting presentations for quarterly Partner, Risk meetings, and other important mtgs on a rolling basis.

Travel Arrangements: Coordinate minimal domestic and international travel, including itinerary preparation and adjustments.

Thought Partnership: Serve as a trusted advisor, identifying issues, proposing solutions, and providing insights to the team.

Organizational Skills: Maintain strong attention to detail in managing financial tasks.

Proactive Decision-Making: Act as a gatekeeper, asking the right questions and anticipating the impact of decisions on time and priorities.

Confidentiality: Handle sensitive information with a high level of discretion.

Event Planning: Plan internal and offsite events, including invites, budget, venue, and logistics

Skills and Experience:

Advanced Microsoft Office skills with particular emphasis on Outlook and Calendar Management, Microsoft Teams & OneDrive, Experience with SharePoint and DealCloud needed along with Adobe, and PowerPoint.

Self-driven; takes ownership and drives results

Minimum 5-7 years Executive Assistant experience

Notary Public: Possessing Notary Public certification is preferred but not required.

Bachelor’s Degree preferred

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