Elite Private Wealth Admin Assistant

Staffmark Group; City of Cohoes (NY); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K plan

HSA option

Paid time off

Job summary

A leading recruitment agency is seeking an Administrative Assistant to provide support within a prestigious wealth management office. This position requires at least two years of corporate administrative experience. Responsibilities include providing support to financial advisors, managing confidential documents, and preparing reports. The ideal candidate enjoys a fast-paced environment, has strong communication skills, and shows attention to detail. This role offers competitive benefits and a commitment to excellence in service.

Qualifications

• A minimum of 2 years of work experience in a professional corporate environment.
• Enjoys working in a team environment.
• New graduates who desire to be in financial services can apply.

Responsibilities

• Provide administrative support to advisor teams.
• Prepare and manage confidential correspondence.
• Document scanning and management.
• Prepare travel expense reports.
• Handle time-sensitive tax payments.

Skills

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Proficiency in Microsoft PowerPoint

Proficiency in Microsoft Outlook

Strong written and verbal communication skills

Ability to multi-task

Critical thinking skills

Teamwork

Organizational skills

Attention to detail

Education

Bachelor's degree preferred

Job description

A leading recruitment agency is seeking an Administrative Assistant to provide support within a prestigious wealth management office. This position requires at least two years of corporate administrative experience. Responsibilities include providing support to financial advisors, managing confidential documents, and preparing reports. The ideal candidate enjoys a fast-paced environment, has strong communication skills, and shows attention to detail. This role offers competitive benefits and a commitment to excellence in service.