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About the role

Job Summary: TBG is seeking a highly organized, proactive, and resourceful Administrative Assistant. This individual will help manage scheduling, meetings, follow-ups, expenses, office needs, events, and company-wide projects. The role will work across the organization, partnering with recruiting and production teams as well as back-office, operations, and leadership teams. This is an entry-level opportunity for someone who enjoys creating structure, staying ahead of deadlines, and helping others remain organized and accountable.
Job Duties/Responsibilities: Administrative/Production:
  • Manage scheduling, calendar invitations, meeting logistics, and reminders for the CoS and other leadership
  • Prepare meeting agendas, take notes, track action items, and follow up on outstanding responsibilities
  • Create, format, and organize documents, spreadsheets, presentations, trackers, and shared files
  • Assist with travel arrangements, invoices, reimbursements, and monthly expense reporting
  • Provide backup administrative and calendar support to other members of leadership as needed
  • Research and ad hoc requests
  • Operations and Project Support
  • Maintain organized systems for deadlines, recurring responsibilities, priorities, and open projects
  • Coordinate with recruiting, production, operations, and back-office teams to gather information and keep initiatives moving forward
  • Assist with internal communications, company-wide projects, and other administrative needs
  • Handle confidential employee, client, financial, and company information with discretion
  • Office and Event Support
  • Partner with the broader team on office ordering, supplies, inventory, seasonal décor, and shared-space organization
  • Assist with company events, including invitations, attendance tracking, vendors, materials, schedules, and event-day logistics
  • Support internal publications, newsletters, branding initiatives, and marketing-related deadlines
  • Help track outstanding marketing requests, approvals, content needs, and follow-ups
Additional Requirements:
  • Bachelor's degree preferred
  • Excellent organizational and time-management skills
  • Highly detail-oriented with strong follow-through. Proactive, resourceful, and comfortable working across multiple priorities
  • Strong written and verbal communication skills
  • Sound judgment and the ability to handle confidential information
  • Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint. Familiarity with Canva or project-management tools is a plus
  • Work Schedule
This position will begin onsite five days per week during training and onboarding. Following the initial onboarding period, the schedule may adjust based on business needs and performance, with the position expected to remain onsite at least four days per week for the foreseeable future. TBG is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable. All applicants are considered for all positions without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage, or any other protected classification, in accordance with applicable federal, state, and local laws. By completing this application, you are seeking to join a team of hardworking professionals dedicated to consistently delivering outstanding service to our customers and contributing to the financial success of the organization, its clients, and its employees. Equal access to programs, services, and employment is available to all qualified persons. Those applicants requiring accommodation to complete the application and/or interview process should contact a management representative.

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JOB OVERVIEW

Experience level

Junior

Location

White Plains, NY

Occupation

Secretaries and Administrative Assistants, Except Legal, Medical, and Executive

Industry

Portfolio Management and Investment Advice

Posted

today

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