Administrative Assistant

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Our client, family office is seeking a Temp Assistant to support their Accounting Team in New York. The hours are 9am – 5pm. This is a fully remote position. Duration is approximately 2 months with potential to extend.

Position will work with the Controller and two accounting professionals – Temp will provide administrative support. Ideal candidate will have strong attention to details, highly organized and expense management experience.

Ongoing Tasks:

• Collating documents to include signature pages in appropriate locations after they are scanned to us
• Performing “callbacks” for all new wire instructions we must send money to
• Making payments via portal (if able)
• Communicating with vendors, including:

1. Asking for alternate payment methods
2. Clarifying things that are unclear from invoices
3. Discussing payment timing
4. Gaining access to portals

Projects:

Gathering 2025 charitable donation acknowledgement letters from counterparties and confirming that they include the following information:

1. Addressed to correct donor
2. Inc lude whether or not the donee is a 501c3
3. Include whether or not goods or services were received in exchange for the donation
4. Include correct donation amount

Downloading bank statements monthly and saving to appropriate area of B drive

Setting up a CSC account for the family office that is separate from (hedge fund)

Calling some sites we use to figure out how to add more than one 2FA cell phone number

Calling Fidelity to see if accounts for the kids still exist there

Pay:

• $28-$30/hour

A1424919NY-Temp_1753207193

To Apply for this Job Click Here