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Miller Klein Group

Team Assistant – Investment Team

Miller Klein Group, New York, New York, us, 10261

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Fast paced asset management firm is seeking a Team Assistant to support professionals on the Investments team.

Requirements

Heavy calendar management and meeting planning

Travel and expenses

Maintaining information in Salesforce

First point of contact for clients and prospective clients

Creating and editing PowerPoint decks

Managing investor lists

Any administrative work that will help move the team forward

Qualifications

College degree

3+ years of relevant admin support experience, financial services preferred

Must have supported multiple professionals in a fast paced environment

Be fluid and flexible and be able to shift priorities as needed

Ability to multi-task

Great technical skills (Excel, PPT, Word, Outlook – required; Salesforce and Concur preferred)

Strong communication skills both written and verbal

Be a true team player

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