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Administrative Assistant

Strategic Staffing Solutions

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING! This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below. “Beware of scams. S3 never asks for money during its onboarding process.” Job Title Administrative Assistant (Asset & Wealth Management) Contract Length 12+ Month contract Location Onsite work. Location: Cohoes, NY 12047 Ref# 246037 Job Summary We are seeking a highly organized and proactive Administrative Assistant with 5+ years of experience to support financial advisors and account managers in a fast-paced wealth advisory and private family office environment. This role requires strong attention to detail, discretion, and the ability to manage multiple priorities while delivering high-quality administrative support. Key Responsibilities Provide comprehensive administrative support to financial advisors and account managers, including team backup as needed Manage and coordinate complex calendars, meetings, and scheduling logistics (internal and external) Organize client calls, advisor meetings, and teleconferences, resolving scheduling conflicts as needed Coordinate domestic and international travel arrangements and process expense reports Handle confidential and sensitive client information with a high level of discretion Prepare and distribute correspondence, reports, presentations, and documentation Interact professionally with senior leadership and clients Organize, ship, and track client materials; respond to client inquiries and follow-ups Support onboarding of new team members and assist with new client account setup and data entry Maintain knowledge of company policies and independently resolve administrative matters Perform general administrative duties including filing, scanning, copying, archiving, inventory management, invoicing, and mail processing Required Qualifications 5+ years of administrative experience supporting senior executives, financial advisors, or similar roles Experience in financial services, asset management, wealth management, or related environment Strong ability to handle confidential and sensitive information Excellent written and verbal communication skills Strong organizational skills with attention to detail and ability to prioritize Ability to work independently and manage competing priorities in a fast-paced environment Proactive problem-solving skills with strong follow-through High level of professionalism, integrity, and discretion Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) Preferred Qualifications Experience in wealth management, private banking, or family office environments Familiarity with expense management tools such as SAP Concur Work Environment 100% onsite role in Cohoes, NY Fast-paced, client-facing financial services environment Requires strong coordination, responsiveness, and attention to detail #J-18808-Ljbffr

Vacancy posted 1 day ago
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