Top 10 Wealth management assistant Jobs in New York Ny

Asset & Wealth Management, Alternatives Capital Formation, Administrative Assistant, New York
Goldman Sachs —New York, NY
- $70,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Asset & Wealth Management, Goldman Sachs Asset Management - Alternatives Investing, Administrative Assistant, New York
Goldman Sachs —New York, NY
- $70,000 - $110,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Mid-level
- Disability insurance
- Health insurance
Wealth Management, Real Estate Strategic Analyst - Assistant Vice President
Morgan Stanley —New York, NY
- $85,000 - $140,000 a year
- Full-time
- Microsoft Excel
- Bachelor of Science
- Mid-level
Assistant General Counsel, Client Solutions & Wealth Management
Guardian Life Insurance Company —New York, NY
- $178,690 - $293,560 a year
- Email
- US work authorization
- Organizational skills
- Senior level
6d
Senior Relationship Manager - Wealth Management / Family Office
Brown Brothers Harriman —New York, NY
- $200,000 - $250,000 a year
- Full-time
- Bachelor of Science
- 11+ years
- Office
- Profit sharing
Wealth Management, Institutional Investment Solutions, Family Office Multi-Asset Portfolio Manager
JPMorganChase —New York, NY
- $220,000 - $350,000 a year
- Full-time
- 11+ years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
6d
First Line Credit Risk Analyst - Assistant Vice President
Morgan Stanley —New York, NY
- $85,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- Residential
Mortgage Pricing & Analytics, Assistant Vice President
Morgan Stanley —New York, NY
- $85,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- Finance
Global Investment Office, OCIO – Endowments & Foundations Portfolio Manager, Vice President
Morgan Stanley —New York, NY
- $140,000 - $200,000 a year
- Full-time
- Microsoft Excel
- Office
- Business development
- Retirement plan
13d
Commercial Real Estate Lending Transactor – Assistant Vice President
Morgan Stanley —New York, NY
- $85,000 - $140,000 a year
- Full-time
- Office
- 3 years
- SQL

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Asset & Wealth Management, Alternatives Capital Formation, Administrative Assistant, New York

Goldman Sachs -
New York, NY

Apply Now

Job Details

Full-time
$70,000 - $110,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Adoption assistance
Parental leave
Employee assistance program
Life insurance
Childcare

Qualifications

Confidential information handling
Microsoft Excel
Office activity coordination
Microsoft Outlook
Business travel arrangements
Phone communication
Facilities management
AI tools proficiency
Filing
Executive administrative support
Mid-level
Expense reports
Bank experience
Task prioritization
Decision making
Managing executive calendars
Communication skills
Office phone management
Office experience
Office record organization

Full Job Description

The Role

Our Administrative Assistants provide high-quality, proactive administrative support within a fast-paced, team-oriented environment. This role partners closely with business leaders, firm executives and assistant colleagues to ensure seamless calendar management, meeting coordination, travel logistics, and day-to-day operational support, while exercising sound judgment, discretion, and professionalism at all times. Coverage needs may evolve based on business priorities and location.

This is a full-time role for an administrative assistant in New York to provide coverage for multiple MDs and VPs, in addition to backup support for Partners, within the Alternatives Capital Formation team.

Job Summary & Responsibilities

Maintain complex and extremely detailed calendars across multiple time zones, including senior-level internal/external meetings and conference calls; prioritize client meeting requests and all related client logistics - respond and follow up on requests in a timely manner.
Coordinate high volume international and domestic travel, including visa arrangements, in support of fundraising activities and client conferences; ensure timely processing of expense reports.
Manage high volume of conference scheduling and all associated logistics with heavy client engagement.
Adhere to Compliance regulations and firm policies, gaining the relevant approvals.
Operate within a dynamic phone group - will need to manage a high volume of phone calls and interact with high-level business leaders and clients in a professional and effective manner.
Support general office administrative duties (copying, filing, faxing, archiving, shipping, supplies, etc), ad-hoc projects or facilities management as needed.
Regularly facilitate knowledge sharing within the team and ensure relevant information is disseminated accordingly.
Act as an integral member of the team; maintaining a high level of awareness of current priorities and support required.
Flexibility to support assistant colleagues and cover when necessary.

Qualifications

Ability to exercise excellent judgment and discretion in dealing with confidential material or handling highly sensitive information.
Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication. Comfortable working with people at all levels across the organisation.
Extreme attention to detail and organizational skills, with ability to prioritize tasks.
Quick learner and self-starter with excellent anticipation skills.
Pro-active problem solver and independent thinker; ability to follow up as often as necessary.
Ability to work well under pressure while maintaining high standards, adapt to unexpected events, prioritize and multi-task in a dynamic but deadline driven environment.
Adaptable to new technologies and familiarity with Microsoft Office Suite, including MS Word, Excel, PowerPoint and Outlook is required.
Additional familiarity with AI software including, but not limited to, Microsoft CoPilot is preferred.
Highest degree of integrity, professionalism, and diplomacy is required.
Familiar with travel & expense platforms such as SAP Concur or American Express Global Business Travel.
Supportive team player with a positive attitude, enthusiastic about bringing the team together.
Ideal candidate has at least 5-7 years of administrative assistant experience and preferably from a banking, financial services background.

Candidate must be located onsite in the New York office as this role is fully onsite.

Salary Range
The expected base salary for this New York, New York, United States-based position is $70000-$110000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Opportunity Overview

sitemap_outline

CORPORATE TITLESupport

language

OFFICE LOCATION(S)New York

assignment

JOB FUNCTIONAdministrative Assistants - Non MC

account_balance

DIVISIONAsset & Wealth Management

monetization_on

SALARY RANGEUSD 70,000 - 110,000

Apply Now

Refine Your Search

wealth management assistant jobs in new york ny

Asset & Wealth Management, Alternatives Capital Formation, Administrative Assistant, New York

Asset & Wealth Management, Goldman Sachs Asset Management - Alternatives Investing, Administrative Assistant, New York

Wealth Management, Real Estate Strategic Analyst - Assistant Vice President

Assistant General Counsel, Client Solutions & Wealth Management

Senior Relationship Manager - Wealth Management / Family Office

Wealth Management, Institutional Investment Solutions, Family Office Multi-Asset Portfolio Manager

First Line Credit Risk Analyst - Assistant Vice President

Mortgage Pricing & Analytics, Assistant Vice President

Global Investment Office, OCIO – Endowments & Foundations Portfolio Manager, Vice President

Commercial Real Estate Lending Transactor – Assistant Vice President

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