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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
5+ years of administrative experience, preferably supporting executives, advisors, or professionals in a 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
