Administrative Assistant

Phyton Talent Advisors; City of Cohoes (NY); On-site; USD 42,000 - 60,000; Full time

Job summary

Phyton Talent Advisors seeks an organized administrative professional to support multiple financial advisor teams in the New York area. Responsibilities include handling confidential documents, expense reports, travel, and billing allocations, while maintaining strict confidentiality and a client-focused approach in a fast-paced wealth management environment.

Join a collaborative team and contribute to smooth office operations, document management, and cross-team support to enable advisors to

Qualifications

• Strong organizational skills with excellent attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications.
• Ability to handle sensitive and confidential information with discretion.

Responsibilities

• Provide administrative support to multiple financial advisor teams.
• Prepare, review, and edit confidential correspondence and documentation.
• Scan, organize, manage, and archive documents across multiple systems.
• Prepare travel expense reports and billing allocation reports.
• Coordinate and process time-sensitive quarterly client tax payments.
• Maintain accurate records and ensure proper handling of confidential client information.
• Assist with miscellaneous administrative projects and operational tasks as needed.

Skills

Organizational skills

Attention to detail

Time management

Written communication

Verbal communication

Discretion

Interpersonal skills

Team player

Multi-tasking

Confidentiality

Tools

Microsoft Office

Job description

• Provide administrative support to multiple financial advisor teams.
• Prepare, review, and edit confidential correspondence and documentation.
• Scan, organize, manage, and archive documents across multiple systems.
• Prepare travel expense reports and billing allocation reports.
• Coordinate and process time-sensitive quarterly client tax payments.
• Maintain accurate records and ensure proper handling of confidential client information.
• Assist with miscellaneous administrative projects and operational tasks as needed.

Requirements

• Strong organizational skills with excellent attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications.
• Ability to handle sensitive and confidential information with discretion.
• Strong interpersonal skills and a team-oriented mindset.
• Previous administrative experience within financial services or wealth management is a plus.