Miller Klein Group, LLC · 22 hours ago
Team Assistant | 3+ yrs Experience Required - Must have Financial Services Experience!
New York, NY
Full-time
Hybrid
Mid Level
$100K/yr - $110K/yr
3+ years expMiller Klein Group, LLC is a fast-paced asset management firm seeking a Team Assistant to support professionals on the Investments team. The role involves managing calendars, travel, and client communications while performing various administrative tasks to enhance team efficiency.
Human ResourcesRecruitingStaffing Agency
Responsibilities
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
Qualification
Required
College degree
3+ years of relevant admin support experience
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)
Strong communication skills both written and verbal
Be a true team player
Preferred
financial services preferred
Salesforce and Concur preferred
Benefits
Paid OT
Bonus
Fully Paid for Benefits
Lunch Paid for Daily
Company
Miller Klein Group, LLC
At Miller Klein Group, we love what we do. Making a great connection between employer and new employee is our primary goal.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Lesley Shorr Klein
Managing Partner
Susan Orner Miller
Managing Partner
Recent News
2025-03-27
Company data provided by crunchbase