Job Description

Job Description

THE CLIENT

Our team is working with a global investment management firm with a strong reputation in the industry. The New York office sits within the Americas Client Group and is known for its collaborative, professional culture. The team values strong administrative support and fosters an environment where people feel supported, engaged, and set up for success.

THE ROLE

This firm is seeking a Team Assistant & Workplace Coordinator to support the North America Advisor Team while overseeing key aspects of office operations. This role is ideal for someone who enjoys multitasking across team support, logistics, and workplace management.

Key duties include:

• Scheduling internal and client meetings, including catering and logistics
• Coordinating domestic and international travel
• Preparing, printing, and shipping presentations and meeting materials
• Managing office security access and serving as liaison with Building Management
• Supporting workplace health & safety and compliance documentation
• Coordinating office vendors, mail distribution, IT audits, and starter/leaver processes
• Handling catering for meetings, events, and office gatherings

THE CANDIDATE

The ideal candidate is organized, proactive, and comfortable balancing both administrative support and office coordination responsibilities. They should be a strong communicator who thrives in a polished, fast‑moving environment.

Key qualifications:

• Experience in asset management or financial services
• 5+ years of administrative support experience, ideally with a sales or client team
• Strong travel coordination and calendar management abilities
• Excellent communication and relationship‑building skills
• High attention to detail and strong judgement
• Ability to take ownership and improve processes
• Fluency in Spanish (required)

THE COMP/BENEFITS

• Salary up to $120k
• Generous PTO
• Health, dental, and vision coverage
• 401(k) plan
• Strong development and internal growth opportunities

Joss Search is proud to be an Equal Opportunity employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences and bringing our community together.

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