Job Title:
Administrative Assistant

Company: Jacobs Levy Equity Management

Location: florham park, NJ

Created: 2024-04-20

Job Type: Full Time

Job Description:

Jacobs Levy, located in Florham Park, NJ, is seeking an Administrative Assistant to provide support for the finance, compliance, and legal team. The Administrative Assistant will assist team members and handle various tasks across the finance, compliance, and legal functions and will gain exposure to a variety of business activities. As part of the team, the successful candidate must be able to take direction and also work independently, be proficient in Microsoft Excel, and use excellent organizational skills to accomplish tasks. ResponsibilitiesAssist with administering and monitoring the firm's finance and compliance policies and procedures related to its corporate and business activitiesAssist CFO and Controller in maintaining corporate books and records in QuickBooksManage the process of reviewing and paying invoices on behalf of the firmReconcile corporate credit cards with supporting invoicesreceipts Assist with corporate finance activities and various annual corporate registration and tax filings (such as use tax filings)Assist with document requests related to the annual corporate audit and annual SOC 1 internal control examinationMaintain list of department deliverables to clients and service providers and log and track items to ensure timely deliveryAssist with preparing and reviewing finance and compliance reports for clients, including monthly and quarterly certifications and questionnairesAssist with preparation of quarterly client invoices and log invoices into QuickBooksUpdate internal account performance reporting system and export the data for use by other departmentsAssist with annual and quarterly broker reviews and annual vendor reviewsProvide rotational back-up phone support to the main receptionist by answering and routing firm phone callsAssist in ad hoc requests, special projects, and administrative tasks Qualifications2-5 years' experience in administrative andor operational support at a financial firm or with a finance departmentBachelor's degree preferredStrong reconciliation skills and the ability to identify and correct accordinglyUnderstanding of finance and compliance principles a plusProficient in MS Office, including ExcelExcellent verbal and written communication skillsStrong organizational skills with the ability to both take direction and to work independentlyWillingness to pitch in and help with tasks as neededAbility to handle confidential information with discretion