Administrative Assistant, Transactional Team

COMPANY: Private Equity
POSITION: Administrative Assistant
LOCATION: New York, NY (In Office Monday-Friday)
COMPENSATION: $120-140K DOE + discretionary bonus + excellent benefits
HOURS: 8:30am – 5:30pm (with flexibility as needed)
BACHELOR’S DEGREE: Preferred

The Administrative Assistant provides high-level administrative and operational support to a team of seven finance professionals in a fast-paced, deadline-driven environment. This role serves as a central point of coordination for scheduling, documentation, client deliverables, and internal communications while maintaining strict confidentiality and adherence to financial industry standards. The ideal candidate is detail-oriented, organized, and comfortable handling sensitive information and time-critical requests.

Responsibilities of the Administrative Assistant:

• Provide day-to-day administrative support to a group of 7 investment/finance professionals
• Manage complex calendars, coordinate internal and external meetings, and resolve scheduling conflicts
• Arrange domestic and international travel, including flights, accommodations, ground transportation, and itineraries
• Prepare meeting materials, presentations, and reports for client and internal use
• Track deadlines, follow up on action items, and ensure timely completion of deliverables
• Screen phone calls and correspondence; serve as a professional point of contact for clients and internal departments
• Prepare, proofread, format, and distribute financial documents, correspondence, and client communications
• Redline agreements, engagement letters, investment documents, and internal drafts for review and execution
• Notarize documents as a commissioned Notary Public when required for client transactions and regulatory documentation
• Process and reconcile expense reports in accordance with firm policy
• Support special projects, audits, and regulatory or compliance requests
• Liaise with legal, compliance, operations, and accounting teams to facilitate transaction workflows

Requirements of the Administrative Assistant:

• 3-5 years of administrative experience, preferably in financial services, banking, legal, or professional services
• Experience supporting multiple professionals simultaneously
• Active Notary Public commission (or willingness to obtain shortly after hire)
• Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Experience redlining documents in Microsoft Word
• Excellent written and verbal communication skills
• Exceptional organizational skills and attention to detail
• Ability to prioritize competing deadlines and work independently