This role is in office Monday to Thursday.
The Role:We are seeking a highly organized, proactive, and professional Administrative Assistant to support our Insurance Solutions team. This individual will play a critical role in ensuring the efficient operation of the team by providing administrative support, coordinating complex schedules, managing travel and expenses, and serving as a key point of contact for internal and external stakeholders. The successful candidates will operate as trusted partners to the business, demonstrating sound judgment, attention to detail, and the ability to manage priorities in a fast-moving, institutional environment.
Responsibilities:- Coordinate complex scheduling and partnering closely with executives, clients, prospects, and internal administrative teams to ensure efficiency and accuracy
- Prepare and organize materials for external client and prospect engagements
- Arrange domestic and international travel and support related expense reporting processes
- Maintain and update contact records within CRM systems and generate reports as needed
- Collaborate with the broader administrative team to support firmwide initiatives and evolving business needs
- Provide support on special projects and ad hoc requests as required
Qualifications:- Prior administrative experience within financial services preferred
- Advanced proficiency in Microsoft Outlook and Microsoft Office
- Familiarity with CRM systems and event management platforms a plus
- Proven experience coordinating extensive international travel
- Leverage AI as a tool to drive efficiency
- Strong organizational skills with exceptional attention to detail
- Ability to manage competing priorities with professionalism and discretion
- Proactive, dependable, and capable of working independently
- Collaborative mindset with a strong sense of ownership and accountability
The base annual salary range for this New York-based position will be $85,000 to $105,000. Actual salary offered will be based on the candidate's skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. This role is classified as non-exempt and is eligible for overtime pay in accordance with applicable federal, state, and local laws.
Benefits for this role include Health, Dental and Vision insurance, 401(k), Healthcare and Dependent Care Flexible Spending Account, Short Term Disability insurance, Long Term Disability Insurance, Family Planning Support, Paid Time Off, and Leave of Absences. All such benefits are subject to the terms/conditions of the Company's benefits plans and policies.
