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Beacon Hill · 15 hours ago

Adminsitrative Assistant

New York, NY

Full-time

Hybrid

Entry Level

$115K/yr - $115K/yr

2+ years exp

Beacon Hill is an asset management firm located in the Upper East Side, seeking a highly organized and detail-oriented Temp-to-Perm Administrative Assistant to support their operations team. The role involves managing CRM systems, providing administrative support, coordinating travel, and assisting with operational and compliance tasks.

Staffing Agency

H1B Sponsor Likely

Responsibilities

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

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

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

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

Qualification

CRM systemsMicrosoft OutlookPowerPointExcelProfessional discretionPrioritizationOrganizational skillsAttention to detailWritten communicationVerbal communication

Required

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

Benefits

Medical

Dental

Vision

Federal and state leave programs as required by applicable agency regulations

Company

Beacon Hill

Glassdoor3.9

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

Founded in 2000

Boston, Massachusetts, USA

1001-5000 employees

http://www.beaconhillstaffing.com

H1B Sponsorship

Beacon Hill has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (38)

2024 (94)

2023 (76)

2022 (60)

2021 (77)

2020 (86)