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Our client, an asset management firm located in the Upper East Side, is looking for a highly organized and detail-oriented Temp-to-Perm Administrative Assistant to provide support to the firm's operations team including the CMO, CFO, COO, CTO, and General Counsel. Ideally the candidate has strong technology skills, and experience with CRM systems (preferably Dynamo). This is a support-focused role with an emphasis on administrative excellence: calendar management, scheduling, record keeping, and travel booking. It is in office 4 days a week with 1 day remote from 9am to 5pm. Permanent salary is up to $115k.

Responsibilities:

CRM & Systems Management

• Update and maintain Dynamo CRM records including investor data, notes, and pipelines.
• Generate CRM reports and support Investor Relations requests.
• Liaise with vendors for basic troubleshooting.

Administrative Support

• Prepare meeting materials, agendas, decks, and briefings.
• Maintain digital filing systems.
• Support office operations including supplies and vendor coordination.
• Coordinate internal and external meetings, investor calls, and special events.

Travel & Logistics

• Coordinate domestic and international travel including flights, hotels, cars, visas, and itineraries.
• Maintain travel preferences and handle last-minute changes.
• Assist with expense reports, reimbursements, and invoice processing.

Operational & Compliance Support

• Assist with data entry, reconciliations, document routing, and process tracking.
• Support compliance tasks such as document retention, KYC/AML collection, and audit prep.
• Help prepare materials for reviews and reporting cycles.

Qualifications:

• 2+ years' experience in the finance field
• Competency with CRM, Microsoft Outlook, PowerPoint, and Excel
• Excellent written and verbal communication skills
• Strong organizational skills and attention to detail
• Ability to prioritize
• Professional discretion with confidential material

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