Finance - Entry Level - Administrative Assistant
Executive Wealth Central Operations – Administrative Support
Individual within this role will support the Executive Wealth Central Operations Team, a fast‑paced team dedicated to helping clients achieve personal financial goals through education and implementation across key financial disciplines, including employee benefits, tax planning, and investments.
Responsibilities
- Provide administrative support to multiple advisor teams, including preparation, review and editing of confidential correspondence.
- Document scanning, management and archiving across multiple systems.
- Preparation of travel expense and billing allocation reports.
- Preparation and handling of time‑sensitive quarterly client tax payments.
- Miscellaneous administrative projects as needed.
Desired Skills and Qualifications
- Strong technology skills, including working knowledge of Microsoft Word, Excel, and Outlook.
- Ability to work in a fast‑paced environment and think clearly under pressure.
- Excellent communication skills; team focused.
- Extremely organized and detail‑oriented.
Seniority Level
Entry level
Employment Type
Temporary
Job Function
Finance and Administrative
Industries
Financial Services and Investment Management
Location: Albany, NY
Salary: $42,641.00 – $52,413.00