Administrative Assistant

Administrative Assistant

We are seeking a highly organized and detail-oriented Administrative Assistant to support multiple advisor teams in a fast-paced professional environment. This is a fully onsite position based in Cohoes, NY.

The ideal candidate is dependable, comfortable handling confidential information, and able to manage multiple priorities while maintaining a high level of accuracy. You will provide day-to-day administrative support and help ensure smooth operations across the teams you support.

Key Responsibilities

• Provide administrative and operational support to multiple advisor teams.
• Prepare, review, edit, and manage confidential correspondence and documents.
• Scan, organize, maintain, and archive documents across multiple systems.
• Prepare travel expense reports and billing allocation reports.
• Process and coordinate time-sensitive quarterly client tax payments.
• Maintain accurate records and ensure documents are processed within required timelines.
• Assist with general office administration and workflow coordination.
• Support miscellaneous administrative projects and assignments as needed.
• Handle sensitive and confidential information with professionalism and discretion.

Required Qualifications

• High school diploma or equivalent required.
• Previous administrative, office support, or related professional experience preferred.
• Strong organizational and multitasking skills.
• Excellent written and verbal communication skills.
• Strong attention to detail and commitment to accuracy.
• Proficiency with standard office software and document management systems.
• Ability to prioritize multiple assignments and meet time-sensitive deadlines.
• Ability to work effectively in a fast-paced, team-oriented environment.
• Professional judgment and discretion when handling confidential information.

Preferred Qualifications

• Additional education or certification in business administration, office administration, or a related field.
• Previous experience supporting multiple teams or professionals.
• Experience with document management, expense reporting, billing allocation, or financial-services-related administrative work.
• Experience working with sensitive financial or client information is a plus.

What We're Looking For

We're looking for someone who takes ownership of their work, stays organized when priorities shift, and understands that accuracy matters. You should be comfortable working independently while collaborating closely with multiple team members.

Important: This position requires working onsite in Cohoes, NY. Candidates should be able to reliably commute to the office.

The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually – as applicable.