Part-Time Administrative Assistant - Financial Advisor Support

Prestige Wealth Strategies; Village of Williamsville (NY); Presencial; USD 25.000 - 30.000; A tiempo parcial

Descripción de la vacante

Prestige Wealth Strategies, a producer group affiliated with Equitable Advisors, is seeking an organized Administrative Assistant to support Financial Advisors and deliver exceptional client service.

This part-time role involves handling confidential information, coordinating communications, and ensuring smooth day-to-day operations. There is potential to transition to full-time based on performance and business needs.

Formación

• Minimum 2 years of experience in a professional office environment.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Strong attention to detail and accuracy.
• Excellent communication and interpersonal skills.

Responsabilidades

• Serve as the primary administrative support for the assigned Advisor’s client base.
• Answer and screen phone calls professionally; take messages and direct appropriately.
• Manage the Advisor’s calendar, schedule appointments, and reserve meeting spaces.
• Prepare materials for client meetings, including quotes, reminders, etc.
• Maintain accurate and up-to-date client files and databases.
• Process account applications, investment transfers, and service requests (e.g., address or beneficiary changes).
• Track and follow up on all new business submissions.
• Handle incoming and outgoing correspondence; draft responses as needed.
• Maintain strict confidentiality and exercise discretion in all interactions.
• Support monthly business reviews, branch/district meetings, and staff meetings.
• Assist with special projects using Microsoft Word, Excel, and PowerPoint.
• Anticipate administrative needs and proactively address them.

Conocimientos

Attention to detail

Communication

Multitasking

Discretion

Office basics

Herramientas

Microsoft Office Suite

Descripción del empleo

Prestige Wealth Strategies, a producer group affiliated with Equitable Advisors, is seeking an organized Administrative Assistant to support Financial Advisors and deliver exceptional client service.

This part-time role involves handling confidential information, coordinating communications, and ensuring smooth day-to-day operations. There is potential to transition to full-time based on performance and business needs.