Administrative Assistant - Wealth Advisory Team

Administrative Assistant – Wealth Advisory Team

Cohoes, NY

$25/hour + Overtime Opportunity

Are you an organized, detail-oriented administrative professional who thrives in a fast-paced, client-focused environment? We're seeking an experienced Administrative Assistant to support a team of financial professionals and help deliver an exceptional client experience.

This is an excellent opportunity for someone who enjoys juggling multiple priorities, interacting with professionals at all levels, and serving as a key member of a collaborative team.

What You'll Do

• Manage complex calendars, schedule meetings, and coordinate conference calls
• Support multiple advisors and account managers with day-to-day administrative needs
• Arrange travel and process expense reports
• Coordinate client and advisor meeting logistics, including resolving scheduling conflicts
• Prepare, edit, and distribute correspondence, reports, and presentations
• Handle confidential client information with professionalism and discretion
• Respond to client requests and assist with client account onboarding activities
• Organize and ship client materials
• Support new hire onboarding and team integration efforts
• Assist with general office administration, including filing, scanning, inventory management, mail processing, and special projects

What We're Looking For

• A minimum of 2 years of work experience in a professional corporate environment
• Strong calendar management and scheduling experience
• Excellent written and verbal communication skills
• Exceptional attention to detail and organizational abilities
• Ability to prioritize competing demands and work effectively under pressure
• Professional demeanor with sound judgment and discretion when handling confidential information
• Strong proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
• Experience with expense management systems such as Concur is a plus
• Self-starter who takes initiative and anticipates needs
• Positive attitude and team-first mindset

Why Apply?

• Competitive pay with overtime opportunities
• Exposure to a professional financial services environment
• Collaborative and supportive team culture
• Opportunity to make a meaningful impact while supporting experienced professionals
• Stable role with a well-established organization

If you're a polished administrative professional who enjoys staying organized, solving problems, and supporting a high-performing team, we'd love to hear from you.

Apply today!

PrincePerelson & Associates is an Equal Opportunity Employer and complies with all provisions of the EEO and ADA laws. We do not discriminate in our employment practices on the basis of race, color, religion, national origin, sex (including sexual orientation and sexual identity), age, genetic information, parental status, military status, disability, or any non-merit-based factors or other federal, state, or locally protected class. All applicants applying for U.S. job openings must be authorized to work in the United States