<p>Exciting healthcare tech company in Bethesda, MD is hiring an experienced Executive Assistant/Chief of Staff to the CEO. The ideal candidate will bring exceptional organizational skills, attention to detail, and the ability to manage complex schedules, travel arrangements, and executive communications while contributing to the strategic advancement of company initiatives. If you're a dynamic Executive Assistant or Chief of Staff with at least 10 years of C-level support experience - consider applying!</p><p><br></p><p>Responsibilities:</p><p>• Manage and coordinate CEO's calendar, ensuring seamless scheduling of meetings and events.</p><p>• Prepare and organize materials for CEO's meetings, including presentations and agendas.</p><p>• Arrange and oversee domestic and international travel logistics, including itineraries, accommodations, and transportation.</p><p>• Support Board activities by organizing quarterly meetings, preparing documents, and ensuring timely communication.</p><p>• Process and submit expense reports, ensuring accuracy and compliance.</p><p>• Create high-quality presentations using Microsoft PowerPoint and Canva to support executive communications.</p><p>• Draft and edit detailed correspondence and communications on behalf of leadership.</p><p>• Maintain confidentiality while managing sensitive information and documents.</p><p>• Collaborate with internal teams to ensure smooth operations and alignment with organizational goals.</p>
<p>A well-known University is seeking an experienced Executive Assistant to support the Dean of the School of Education. The role will have a heavy focus on calendar management and scheduling, along with travel arrangements, expense reports via Concur, and general administrative functions. Must be proficient in MS Outlook. The ideal candidate has 5+ years of experience supporting C-level executives. A bachelor's degree and a background in higher education is strongly preferred!</p>
<p>Robert Half is seeking a world-class <strong>Executive Assistant</strong> for a well-known organization in Owings Mills, MD. This is a direct-hire opportunity that comes with full-benefits, hybrid work schedule and opportunity to make a big impact with your work. If interested, please apply to this posting or contact Cody Marshall at Robert Half to learn more.</p><p><br></p><p>As the <strong>Executive Assistant</strong> to our senior leadership team, you will be the key that keeps our executives organized, informed, and focused. You’ll manage complex calendars, coordinate high-stakes meetings, and act as a strategic partner — ensuring that every detail, deadline, and deliverable is flawlessly executed.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li><strong>Own the executive schedule</strong> – masterfully manage calendars, travel, and priorities across multiple time zones.</li><li><strong>Serve as the right hand</strong> – anticipate needs, manage communications, and ensure executives are always prepared for key meetings and events.</li><li><strong>Coordinate high-level operations</strong> – plan leadership offsites, board meetings, and confidential strategic sessions with precision and discretion.</li><li><strong>Build relationships across the organization</strong> – serve as a trusted liaison between executives, internal teams, and external partners.</li><li><strong>Drive efficiency and impact</strong> – identify process improvements and bring forward-thinking organization to every aspect of the role.</li><li><strong>Uphold excellence and confidentiality</strong> – handle sensitive information with the utmost integrity and professionalism.</li></ul>
<p>We are seeking an Executive Assistant to provide comprehensive support to the organization’s CEO. You will play a crucial role in managing their day-to-day activities, ensuring efficiency, and fostering effective communication across all levels of the organization. The role is working for an IT Firm in the Reston area and is primarily remote. THE ROLE REQUIRES SECRET OR TOP SECRET CLEARANCE. The successful candidate is energetic and resourceful, thrives in a fast-paced environment and enjoys taking initiative and problem-solving. You are ambitious, perceptive, articulate and a mature multi-tasker with outstanding writing, research and organizational skills. No coaching necessary on the basics. You’ve already mastered them. You’re hungry for exposure and experience in all aspects of the organization and will have the opportunity to work on a variety of exciting projects and initiatives. You will serve as a primary point of contact for internal and external constituencies including senior management, board members, donors, renowned scientists and various representatives from the media, academic and creative communities.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage calendars: schedule meetings, appointments, and organize conference calls; manage all aspects of out-of-office travel with precision and attention to detail.</li><li>Manage CEO’s contacts database.</li><li>Act as a primary point of contact for internal and external stakeholders, managing emails, calls, and correspondence with professionalism and discretion.</li><li>Organize and prioritize incoming requests and information, ensuring the CEO and Co-founder are well-informed and prepared for upcoming commitments.</li><li>Prepare agendas, take meeting minutes, and follow up on action items to drive accountability and progress on key initiatives.</li><li>Be a prudent/professional, yet affable/approachable gatekeeper.</li><li>Have an ear to the ground to surface successes and challenges faced by staff.</li><li>Handle administrative tasks such as expense reports, document preparation, and bookings of meeting spaces, to enhance operational efficiency.</li><li>Uphold strict confidentiality regarding sensitive information and executive decisions, demonstrating integrity and discretion in all interactions.</li><li>Schedule Board of Director meetings and oversee onsite details including venue and catering, and preparation and distribution of Board materials.</li><li>Assist in the execution of special projects and initiatives, collaborating with cross-functional teams to meet deadlines and deliver exceptional results. Plan events including lunches, dinners, and social gatherings, and assist in development and fundraising projects with high-level donors.</li><li>Approach new tasks and responsibilities with care and enthusiasm.</li><li>MUST HAVE SECRET OR TOP SECRET SECURITY CLEARANCE!</li></ul><p><br></p><p> All interested candidates in this Executive Assistant opportunity and other fulltime opportunities in Accounting Operations please send your resume to Ian Gainor via LinkedIn. </p>
<p>We are seeking an Administrative Assistant to join our team in McLean, Virginia. This role involves a variety of administrative tasks, ranging from data entry to customer service. This position is Monday to Friday 8 am to 5 pm onsite.</p><p><br></p><p>Responsibilities:</p><p>• Manage inbound calls and provide exceptional customer service</p><p>• Handling mailing, phone calls, catering, scheduling, calendar</p><p>• Maintain effective email correspondence with customers and team members</p><p>• Utilize Microsoft Office Suite extensively, using Goggle Suite</p><p>• Schedule appointments and manage calendars for team members</p><p>• Handling a busy multiline phone system</p><p>• Supporting C-level executives</p><p>• Will be responsible for catering orders</p><p><br></p><p><br></p><p><br></p><p><br></p>
<p>Accounting Administrative Assistant ~ Professional Services Firm Washington, D.C.</p><p>$60k-$65k, career growth, great benefits, hybrid!</p><p><br></p><p>My client is a well-established Professional Services Firm located in Northern VA with a need for an Accounting Administrative Assistant. The Accounting Administrative Assistant will report to Accounting Manager and offers tremendous career growth. Candidates with experience in accounts payables, receivables, invoicing, and credit card reconciliations are encouraged to apply. The Accounting Administrative Assistant will be responsible for the following duties: </p><p> </p><p> </p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices and manage expense reports efficiently.</p><p>• Assist with creating and recording invoices and entering payment details into the system.</p><p>• Provide administrative assistance to the accounting team, including handling phone calls and transferring them appropriately.</p><p>• Maintain organizational supplies and oversee the upkeep of shared spaces such as the kitchen.</p><p>• Keep vendor records updated and act as a liaison between the firm administrator and staff.</p><p> </p><p><br></p><p>All interested candidates in this Accounting Administrative Assistant opportunity and other fulltime opportunities across the Northern, VA./D.C. area please send your resume to Justin Decker via LinkedIn. </p><p> </p><p> </p><p><br></p>
<p>We are in search of a Jr. Administrative Assistant to join our team based in Fairfax, Virginia. This role is a contract position. and is ideal for someone wanting to grow within a great company. In this role, you will provide a wide range of administrative and reception support to ensure smooth daily operations. </p><p><br></p><p>Responsibilities: </p><p>• Answer phone calls and direct them to the appropriate parties</p><p>• Maintain the office environment and ensure it is organized and functional</p><p>• Track expense reports and ensure they are accurately recorded and processed</p><p>• Perform general administrative duties as needed</p><p>• Maintain a strong work ethic and provide exceptional customer service </p><p>• Utilize MS Office applications and data entry skills to perform tasks efficiently</p><p>• Act as the first point of contact representing our organization.</p>
<p>We are in search of a Part Time Administrative Assistant to join our team based in Fairfax, Virginia. As a Part Time Administrative Assistant, you will be playing a vital role in our workplace operations, offering support to our staff. This is the ideal position for someone looking for part time work only. Yor will be working onsite Monday to Thursday 9 am to 3 pm.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Maintain the office environment and ensure it is organized and functional. </p><p>• Ordering supplies/stocking supplies. </p><p>• Supporting staff with various admin task.</p><p>• Perform general administrative such as Filling/ scanning.</p><p>• Support staff with various admin task.</p><p> • Handling catering orders for big conferences/ picking up catering orders.</p><p> • Utilize Microsoft Office applications and data entry skills to perform tasks efficiently.</p>
We are looking for a detail-oriented Administrative Assistant to join our team in Mclean, Virginia. In this Contract-to-permanent position, you will play a crucial role in ensuring the smooth operation of administrative tasks, supporting executives, and maintaining office organization. This role is ideal for someone with strong organizational skills and a proven ability to manage calendars, schedules, and communications effectively.<br><br>Responsibilities:<br>• Manage and maintain executive calendars, ensuring meetings and appointments are scheduled efficiently.<br>• Prepare materials and documents for meetings, ensuring all required items are organized and readily available.<br>• Coordinate shipments and deliveries for employees, ensuring accurate tracking and timely distribution.<br>• Welcome and check individuals in and out of the building while upholding security and professionalism.<br>• Provide administrative support to C-suite executives, including handling correspondence and scheduling.<br>• Utilize Microsoft Office Suite and Google Suite for daily administrative tasks and document preparation.<br>• Answer and direct incoming calls professionally, including managing multi-line phone systems.<br>• Organize and manage daily mail and office documentation to ensure proper handling and distribution.<br>• Assist with general office duties, including data entry and receptionist responsibilities.<br>• Facilitate scheduling and communication across teams to ensure operational efficiency.
<p>We are looking for an Administrative Assistant to join our team on a contract basis in Fairfax, Virginia. This role involves providing essential support to ensure smooth operations across various administrative functions. The ideal candidate will excel at multitasking, organization, and communication while contributing to the efficiency of the office. You will be working part time onsite Monday through Thursday 9 am to 3 pm.</p><p><br></p><p>Responsibilities:</p><p>• Monitoring office supplies, ordering supplies and stocking supplies when they arrive.</p><p>• Support staff with various administrative tasks.</p><p>• Handling catering orders for big conferences/ picking up catering orders.</p><p>• Ensure administrative processes are completed promptly and with attention to detail.</p><p>• Keep an organized filing system and perform photocopying, faxing, and scanning of documents.</p>
<p>We are looking for a detail-oriented Escrow Administrative Assistant to join our team in Fairfax, Virginia. working Monday to Friday This contract position offers an opportunity to contribute to a dynamic and fast-paced environment where precision and efficiency are key. The ideal candidate will bring expertise in escrow or mortgage processes, excellent communication skills, and the ability to manage multiple tasks effectively. </p><p>Responsibilities:</p><p>• Supporting escrow operations.</p><p>• Conduct detailed research and investigate insurance claims as required.</p><p>• Coordinate with lenders, agents, buyers, and sellers to ensure all transaction requirements are met.</p><p>• Will be on the phones, emails and doing lots of follow ups.</p><p>• Facilitate documents.</p><p>• Perform data entry, file audits, and follow-up on outstanding documentation.</p><p>• Manage escrow files from opening to post-closing, maintaining accuracy and compliance at every step.</p><p><br></p>
<p>Fantastic opportunity for a Senior Accountant looking to take the next step in their career and gain managerial experience! Opportunity to work for a private equity backed firm, mentor under a great CFO, and have room to grow to Controller as the company continue to grow and expand, both organically as well as through acquisition!</p><p><br></p><p>Robert Half has partnered with a long-standing client to hire their next Assistant Controller. These are exciting times at this private-equity backed company demonstrating exponential growth year over year! A successful candidate will play an integral part of the accounting & finance department. We are looking for someone that has a knack for positively motivating others, and helping to make critical decisions. This position is for candidates who can handle the accumulation and consolidation of financial data for internal and external financial statements, evaluate accounting and internal control systems, and lead departmental staff. This opportunity could advance your career, along with providing you with a very competitive and generous compensation and benefits package!</p><p> </p><p>Responsibilities:</p><p>- Direct accounting department activities, including full-cycle accounting operations and the monthly close process</p><p>- Complete month-end and year-end close of income statement and balance sheet, reconcile accounts, and handle G/L analysis</p><p>- Each month, present executive committee and partners with financial reports</p><p>- Manage the production of the annual budget and forecasts and monitor them monthly</p><p>- Work in conjunction with the finance team on revenue recognition processes and accurate reporting</p><p>- Prepare cash-flow reports, projecting cash needs at weekly and monthly intervals, daily cash management</p><p>- Support Finance Department initiatives, such as software and systems implementation and other departmental or firm-wide improvements, with research, planning, and implementation, as required</p><p>- Work closely with executive team and partners to ensure that firm-wide operation is efficient and effective</p><p>- Act on items beyond formal job responsibilities</p><p> </p><p>This is a fantastic opportunity to play an integral part for a rapidly growing private-equity backed company! Apply immediately to be considered!! </p>
<p>Robert Half is seeking an Office Assistant willing to work between our Virginia and DC offices. This position is Metro Accessible. The Office Assistant will organize files, schedule appointments, acts as receptionist, sort and distribute communications, and assist with administrative support tasks. This position is Monday to Friday 8"30 am to 5 pm.</p><p>Responsibilities:</p><p> · Answer incoming calls</p><p>· Greeting clients.</p><p>· Stocking new office inventory</p><p>· Cleaning/organizing kitchen supplies</p><p>· Handle incoming/outgoing mail</p><p>· Assist with office support/administrative duties</p>
<p>We are looking for a dedicated Legal Secretary to join our client's team in Arlington, Virginia. This permanent role involves supporting attorneys specializing in land use practice, requiring strong organizational and administrative skills. The ideal candidate will excel in managing legal documentation, proofreading, and assisting with various administrative tasks in a detail-oriented legal environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support to attorneys in the land use practice area.</p><p>• Prepare, proofread, and format legal documents and correspondence with a high level of accuracy.</p><p>• Manage court filings and e-filing processes efficiently to ensure timely submissions.</p><p>• Organize and maintain case files using document management systems such as Worldox or iManage.</p><p>• Coordinate and maintain attorneys’ schedules, including meetings, deadlines, and court dates.</p><p>• Communicate with clients and external parties to facilitate case progress.</p><p>• Assist with research and preparation of materials related to land use cases.</p><p>• Monitor deadlines and ensure compliance with legal procedures and requirements.</p><p>• Collaborate with team members to ensure smooth workflow and support for attorneys.</p><p>• Handle general office tasks, including phone calls and correspondence, as needed.</p>
<p>We are looking for a detail-oriented and proactive Legal Assistant to join our client's team in Washington, District of Columbia. This position is ideal for recent graduates eager to build their career in legal administration and gain hands-on experience within a law firm environment. The role offers the opportunity to develop valuable organizational and operational skills while contributing to various aspects of the firm’s daily activities.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative support for office operations, including coordinating with vendors and ensuring smooth workflows.</p><p>• Manage billing processes, reconcile monthly expenses, and handle receipts efficiently.</p><p>• Organize and maintain snack supplies for in-office days, including budgeting and ordering through delivery platforms.</p><p>• Assist with conflict checks, opening new matters, and preparing necessary documentation.</p><p>• Help organize electronic files, prepare documents, and support closing processes.</p><p>• Update and maintain the firm’s marketing database with accurate and consistent information.</p><p>• Offer hands-on support during in-office days, such as managing conference room setups and mail distribution.</p><p>• Collaborate with attorneys, paralegals, and management to ensure project deadlines are met.</p><p>• Coordinate seasonal projects, including planning events such as the annual holiday party.</p><p>• Adapt to evolving office technologies and contribute to improving operational processes.</p>
<p>We are looking for a detail-oriented Mortgage Assistant to join our team in Fairfax, Virginia. This contract position offers an opportunity to contribute to a dynamic and fast-paced environment where precision and efficiency are key. The ideal candidate will bring expertise in in supporting mortgage loan operations, excellent communication skills, and the ability to manage multiple tasks effectively.</p><p><br></p><p>Responsibilities</p><p>:</p><ul><li>Collect and process applicant documentation—including income, asset, and credit information—to support mortgage loan applications.</li><li>Supporting escrow operations.</li><li>Review, organize, and maintain loan files in accordance with industry compliance standards.</li><li>Input and update client data within CRM and loan origination platforms.</li><li>Communicate with clients, lenders, real estate professionals, and internal departments to facilitate application progress.</li><li>Track document status, follow up on missing information, and ensure timely submission.</li><li>Perform data entry, file audits, and follow-up on outstanding documentation.</li><li>Manage escrow files from opening to post-closing, maintaining accuracy and compliance at every step.</li><li>Strong communication and organizational abilities remain essential, along with digital fluency in CRM and automation platforms.</li></ul><p><br></p>
We are looking for an experienced Human Resources (HR) Assistant to join our team in Towson, Maryland. In this long-term contract position, you will play a pivotal role in supporting the HR department by managing critical administrative tasks, ensuring compliance, and maintaining accurate records. This role offers an excellent opportunity to contribute your expertise to a dynamic and mission-driven organization.<br><br>Responsibilities:<br>• Track and manage performance evaluations using spreadsheets to ensure timely completion and accuracy.<br>• Conduct audits of HR files to maintain compliance with organizational policies and regulations.<br>• Oversee and update employee records within the HRIS system to ensure data integrity.<br>• Provide support for onboarding processes, including background checks and orientation activities.<br>• Assist in managing employee relations by addressing inquiries and resolving issues as needed.<br>• Collaborate with team members to streamline HR processes and improve departmental efficiency.<br>• Generate and analyze reports to support HR decision-making and strategy.<br>• Ensure compliance with employment laws and organizational policies in all HR activities.<br>• Perform general administrative tasks to support the daily operations of the HR department.<br>• Serve as a central point of contact for HR-related inquiries and provide guidance to employees.
<p>Are you a detail-driven legal professional with a passion for real estate and finance? Do you thrive in a fast-paced, collaborative environment where precision and client service are paramount? If so, we want to meet you!</p><p><br></p><p>We’re looking for a <strong>Legal Practice Assistant (LPA)</strong> to support our Real Estate & Transactional Finance team. This is more than just an administrative role — it’s an opportunity to be a key player in a high-performing legal practice where your expertise and initiative will make a real impact.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Be the go-to expert for preparing, editing, and formatting legal documents using MS Office and specialized legal software.</li><li>Keep operations running smoothly with tasks like electronic filing, scanning, and managing mailings and packages.</li><li>Own critical processes like opening new matters, initiating conflict checks, entering attorney time, and coordinating billing with our Finance team.</li><li>Be a welcoming presence for clients and guests, both in person and over the phone.</li></ul><p><br></p>
We are looking for a detail-oriented Accounting Assistant to join our team in Lancaster, Pennsylvania. This is a contract position ideal for an organized individual with a strong background in accounting and administrative tasks. The role offers the opportunity to work in a small office environment with significant earning potential.<br><br>Responsibilities:<br>• Enter customer orders into the system accurately and efficiently, with training provided on the specific platform.<br>• Process invoices and manage billing activities to ensure timely and precise transactions.<br>• Conduct accounts receivable tasks, including tracking and reconciling payments.<br>• Perform purchasing-related activities to support the office's operations.<br>• Monitor and maintain accurate records by organizing and filing documents, which may involve physical tasks such as bending or using step stools.<br>• Collaborate with the warehouse team, requiring periodic trips to the warehouse for inventory or document management.<br>• Assist in managing multiple tasks and priorities in a fast-paced office setting.<br>• Maintain a high level of attention to detail in all aspects of daily work.<br>• Support the team by providing general administrative and clerical assistance as needed.
<p>We are seeking a detail-oriented and highly organized <strong>HR Assistant</strong> to support the daily functions of the Human Resources department. The ideal candidate will assist with a variety of HR tasks including recruitment, onboarding, employee record management, benefits administration, and general administrative support. This is an excellent opportunity to gain hands-on experience in all aspects of HR.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with the recruitment process by posting job ads, scheduling interviews, and communicating with candidates.</li><li>Prepare new hire paperwork, coordinate onboarding processes, and ensure a smooth orientation experience.</li><li>Maintain accurate and up-to-date employee records, both digital and physical.</li><li>Support benefits enrollment and respond to employee questions about benefits and company policies.</li><li>Help organize and coordinate HR projects (e.g., employee engagement, performance reviews, training sessions).</li><li>Monitor compliance with labor regulations and internal policies.</li><li>Draft HR documents, memos, and reports as needed.</li><li>Assist with timekeeping and attendance tracking, and report discrepancies.</li><li>Maintain confidentiality and handle sensitive employee information with discretion.</li><li>Provide administrative support to the HR department and assist with special projects as required.</li></ul><p><br></p>
<p>Our client is looking for a skilled Legal Assistant to join their practice in Rockville, Maryland. This role requires a detail-oriented and organized individual to provide comprehensive support for attorneys and office operations. The ideal candidate will thrive in a fast-paced environment, managing legal documentation, court filings, and administrative tasks with precision and accuracy.</p><p><br></p><p>Responsibilities:</p><p>• File legal documents electronically through court systems while ensuring compliance with deadlines and accuracy.</p><p>• Conduct client intake and maintain clear and effective communication throughout case proceedings.</p><p>• Conduct client intake and maintain clear and effective communication throughout case proceedings.</p><p>• Organize and maintain confidential client files, legal records, and databases to support case management.</p><p>• Prepare, format, and proofread legal documents including contracts, briefs, correspondence, and court filings.</p><p>• Schedule and coordinate depositions, hearings, and client meetings, ensuring all logistical details are handled.</p><p>• Liaise with courts, opposing counsel, and expert witnesses to facilitate communication and case progress.</p><p>• Assist in case preparation by handling document discovery and compiling relevant materials.</p><p>• Process billing and maintain accurate timekeeping records to support financial operations.</p><p>• Oversee daily office operations, including supply management, reception duties, and mail coordination.</p>
We are looking for a meticulous Legal Assistant to join our team for a contract position in Baltimore, Maryland. In this role, you will provide crucial support within the Trusts and Estates division, assisting a Partner with various legal processes and administrative tasks. This opportunity is ideal for someone with a strong background in trusts and estates and excellent technical skills.<br><br>Responsibilities:<br>• Prepare and submit e-filings and court documents accurately and on time.<br>• Conduct legal research to support trusts and estates cases.<br>• Manage calendars and schedules to ensure smooth coordination of appointments and deadlines.<br>• Assist with civil litigation tasks, including drafting and filing necessary documents.<br>• Handle administrative duties to support the Partner in the Trusts and Estates division.<br>• Maintain organized records and files related to casework.<br>• Communicate effectively with clients and other legal professionals.<br>• Ensure compliance with legal procedures and deadlines.<br>• Utilize technical tools and software efficiently for legal documentation and filing.
We are looking for a skilled Legal Assistant to contribute to a dynamic legal team in Baltimore, Maryland. This is a long-term contract opportunity that requires an organized and detail-oriented individual with a strong background in legal support. The ideal candidate will possess excellent communication skills and the ability to thrive in a fast-paced environment.<br><br>Responsibilities:<br>• Prepare and file legal documents electronically, ensuring accuracy and compliance with court requirements.<br>• Manage litigation calendars, scheduling hearings, deadlines, and appointments efficiently.<br>• Assist attorneys in civil litigation cases, providing comprehensive administrative and legal support.<br>• Coordinate court filings, including criminal defense and personal injury plaintiff matters.<br>• Conduct research and gather information to support case preparation and strategy.<br>• Maintain and organize client files and legal records for easy access and reference.<br>• Communicate effectively with clients, court staff, and opposing counsel as needed.<br>• Provide support during trial preparation, including assembling exhibits and coordinating logistics.<br>• Monitor deadlines and ensure timely submission of all required documents.<br>• Collaborate with team members to streamline workflows and improve efficiency.
<p>We are looking for a dedicated and detail-oriented Administrative Services Associate to join our team in Silver Spring, Maryland. In this contract role, you will play a key part in ensuring smooth day-to-day operations by managing administrative tasks and providing excellent customer service. This is an onsite position where you will collaborate closely with the management team to support business needs effectively.</p><p><br></p><p><strong><em><u>A core piece of this role is processing invoices, so having that experience will be a huge bonus! MUST be detail oriented.</u></em></strong></p><p><br></p><p>Responsibilities:</p><p>• Answer incoming calls and address inquiries or direct them to the appropriate team members.</p><p>• Welcome and assist guests in a courteous and attentive manner while adhering to visitor protocols.</p><p>• Review, validate, and submit invoices for approval, ensuring accuracy and resolving any discrepancies.</p><p>• Prepare and manage purchase orders as well as track contracts and renewals.</p><p>• Coordinate with vendors and suppliers to ensure timely order fulfillment and address any concerns.</p><p>• Maintain accurate and confidential files, databases, and company forms as required.</p><p>• Use Microsoft Office Suite tools to manage schedules, create documents, and maintain records.</p><p>• Assist in troubleshooting basic technical issues and navigating various systems and applications.</p><p>• Support the management team with other administrative tasks to ensure efficient office operations.</p>
<p>Reputable, financial services firm seeks a Portfolio Assistant with proven expertise handling investments and financial models. This role will involve, overseeing trade transactions, account reconciliations, preparing client annual reviews, managing portfolio performance, leading a team of accounting professionals, managing the month close process, coordinating annual audits, identifying and resolving discrepancies, and interface with regulatory agencies as necessary. The ideal Portfolio Assistant for this role should have excellent analytical skills, great research abilities, and in-depth knowledge of industry trends and compliance updates.</p><p><br></p><p>Primary Responsibilities</p><p>· Analyzing financial reports</p><p>· Monitoring internal/external investments</p><p>· Account Reconciliation</p><p>· Portfolio Management</p><p>· Assist with the annual audit process</p><p>· Supervise reconciliation of investment portfolios</p><p>· Gather treasury filings as needed</p><p>· Technology Utilization</p><p>· Maintain strong client relationships</p><p>· Risk Management</p>
