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Administrative Assistant

$25 per hour

Strategic Staffing Solutions

Job Title: Administrative Assistant


Location: Cohoes, NY


Duration: 12 months


Pay Rate: $25/hour (W2 Only)


Job/Role Description:

  • Provide administrative support to multiple financial advisors in a dynamic team environment and provide backup support to other team members as needed.
  • Perform ongoing and ad hoc administrative duties, including copying, scanning, filing, faxing, archiving, ordering supplies, shipping, processing mail, and handling check-related activities.
  • Coordinate travel arrangements for advisor teams and process expense reports promptly.
  • Handle highly confidential and sensitive client information with discretion.
  • Prepare and ship client correspondence, memoranda, letters, reports, and other requested documents.
  • Communicate professionally and effectively with team members, business leaders, clients, and third parties.
  • Maintain knowledge of company policies to address certain issues and answer questions independently.
  • Support new-client onboarding by filing relevant documentation and entering client information into internal systems.
  • Maintain and coordinate advisor calendars for internal and external meetings.
  • Identify and resolve scheduling conflicts through direct communication with advisors, administrative staff, clients, and third parties.
  • Coordinate meeting logistics, including scheduling travel, reserving meeting rooms, and requesting building access.
  • Support the onboarding and integration of new administrative team members by participating in training and job-shadowing activities when needed.
Required Qualifications
  • Previous administrative experience supporting executives and/or financial advisors in an office environment preferred
  • Proficiency with Microsoft Word and Outlook
  • Ability to exercise sound judgment and discretion when handling confidential or highly sensitive information
  • Excellent written and verbal communication skills
  • Ability to maintain consistent and professional communication
  • Exceptional attention to detail and strong organizational skills
  • Ability to prioritize tasks and manage multiple responsibilities
  • Quick learner and self-starter with strong anticipation skills
  • Supportive team player with a positive attitude
  • Proactive problem-solving and independent-thinking abilities
  • Ability to follow up consistently and as often as necessary
  • Ability to work effectively under pressure while maintaining high-quality standards
  • Ability to adapt to unexpected events in a dynamic, deadline-driven environment
  • High degree of integrity, professionalism, and diplomacy
  • Familiarity with expense-management platforms such as SAP Concur is a plus
Vacancy posted 5 hours ago
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