Administrative Assistant

$25 per hour

Strategic Staffing Solutions

Job Title: Administrative Assistant

Location: Cohoes, NY

Duration: 12 months + Possibility to Extend and/or Convert to FTE

Pay Rate: $25/HR (W2 Only)

Job/Role Description:

This role provides comprehensive administrative support to advisors and account managers within the Wealth Advisory Solutions & Private Family Office team.
This position will manage complex calendars, coordinate travel, and process expenses, ensuring seamless day-to-day operations for the team.
This role will handle highly confidential client information with discretion and serve as a key point of contact for internal and external stakeholders.
Maintain and coordinate detailed calendars for internal and external meetings and conference calls, prioritizing requests and managing conflicts
Coordinate all logistics for client calls and advisor meetings, including scheduling and room setup
Arrange travel itineraries and process expense reports accurately and in a timely manner
Prepare, edit, and distribute correspondence, memos, reports, and other documents as requested
Organize and ship materials to clients, responding to and following up on client requests promptly
Support the onboarding of new hires and new client accounts, including performing necessary data entry
Maintain a thorough understanding of firm policies to handle issues independently and effectively
Participate in general administrative duties including copying, scanning, filing, archiving, ordering inventory, and processing invoices and mail
Provide backup support to other team members as needed to ensure consistent service delivery

Required Qualifications

Prior experience supporting high-level executives or financial advisors, preferably in financial services, private sector, or government
Proven ability to exercise good judgment and discretion when handling confidential or highly sensitive information
Excellent interpersonal and written/verbal communication skills with a consistent professional demeanor
Extreme attention to detail and strong organizational skills with the ability to prioritize multiple tasks
Proactive problem-solver and independent thinker with strong anticipation and follow-up skills
Ability to work well under pressure, adapt to unexpected events, and multi-task in a deadline-driven environment
Highest degree of integrity, professionalism, and diplomacy
Strong proficiency in MS Word, Excel, PowerPoint, and Outlook
Familiarity with expense platforms such as SAP Concur
Supportive team player with a positive attitude
Minimum of 5+ years of relevant experience required

Apply

Vacancy posted 2 days ago

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