Executive Assistant

Job Description

Position Title: Central Operations Administrative Support

Location: Cohoes, NY 12047

Pay Rate: $22/hour

Contract Duration: 12 Months

About the Role

Executive Wealth is seeking a highly organized and detail-oriented Administrative Support Professional to join the Central Operations Team. This role supports advisor teams in a fast-paced environment by handling administrative functions, document management, reporting, and time-sensitive client-related tasks.

Ayco Executive Wealth helps clients achieve their financial goals through guidance across employee benefits, tax planning, and investments.

Key Responsibilities

• Provide administrative support to multiple advisor teams
• Prepare, review, and edit confidential correspondence and documents
• Scan, organize, manage, and archive documents across multiple systems
• Prepare travel expense reports and billing allocation reports
• Assist with processing time-sensitive quarterly client tax payments
• Support miscellaneous administrative and operational projects as needed
• Maintain accuracy and confidentiality while managing sensitive information
• Coordinate priorities and meet deadlines in a high-volume environment

Required Skills & Qualifications

• Strong proficiency in Microsoft Word, Excel, and Outlook
• Excellent verbal and written communication skills
• Ability to work effectively in a fast-paced environment and stay calm under pressure
• Strong organizational and multitasking abilities
• High attention to detail and accuracy
• Team-oriented mindset with a professional attitude
• Ability to handle confidential information with discretion

Preferred Qualifications

• Prior administrative, operations, or office support experience
• Experience working with reports, documentation, or financial services environments
• Strong time management and problem-solving skills

Why Join This Opportunity?

• Gain experience with a respected financial services organization
• Work in a collaborative and professional team environment
• Develop administrative and operations skills in a corporate setting
• Long-term 12-month contract opportunity with consistent hours

• Let me know if you have any questions.

  Applicant Privacy Disclosure

  We collect personal information from applicants during the recruiting, pre-offer, and offer process.

  During the recruiting, pre-offer process and offer process, we may collect the following categories of personal information:

  1. Identifiers, such as name, address, and email address.
  2. Professional and Employment-Related Information, such as resume, work history, education, and qualifications.
  3. Information Voluntarily Provided by You in connection with the recruiting and pre-offer process.
  4. Sensitive Personal Information, where legally permitted and necessary, such as Social Security number and date of birth.

  Personal information is collected and used for the following business purposes: evaluating qualifications and eligibility for employment; communication regarding the recruitment and application process; verifying eligibility for employment; and complying with applicable legal, regulatory, and contractual obligations.

  Personal information is collected and used only as necessary, and we are committed to data minimization, privacy, and providing equal employment opportunities. We are an international organization, and personal information may be accessed or processed by authorized personnel or service providers located outside the United States, subject to appropriate safeguards. We restrict use and access to personal information to authorized personnel and service providers with confidentiality and data security obligations. We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure.

  For information about our privacy practices, please review our Privacy Policy at:

  • If you do not consent to the collection of such personal information, please advise us immediately in writing at View email address on click.appcast.io