Administrative Assistant this role will be supporting the Asset & Wealth Management
Wealth Advisory Solutions & Private Family Office Team
Job Summary & Responsibilities:
- Provide administrative support to various advisors & account managers in a dynamic team environment and provide backup team support as needed.
- Maintain and coordinate detailed calendars including internal & external meetings and conference calls, prioritizing meeting requests and related logistics.
- Coordinates logistics for client calls & advisor meetings that include scheduling, teleconference rooms and calendar conflicts on an ongoing basis.
- Coordinate travel arrangements and processes expense reports in a timely manner.
- Handle highly confidential and sensitive client information with the utmost discretion.
- Prepares and distributes department correspondence, memos, letters, reports or other documents as requested.
- Interacts with high level business leaders in a professional and effective manner.
- Organizes and ships materials to clients. Responds and follows up on client requests.
- Supports the onboarding and integration of new hires on team as well as new client accounts, including performing the relevant data entry processes
- Maintains understanding of firm policies and handles certain issues independently.
- Responsible for participation in ad-hoc and general administrative duties including but not limited to copying, scanning, filing, faxing, archiving, inventory ordering, invoice submissions, shipping, mail and check related processing
SKILLS and QUALIFICATIONS
- Experience supporting high level executives and/or financial advisors in complex environment, preferably in financial services, private sector or government.
- Ability to exercise good judgment and discretion in dealing with confidential material or handling of highly sensitive information.
- Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication.
- Extreme attention to detail and organizational skills, with ability to prioritize tasks.
- Quick learner and self-starter with excellent anticipation skills.
- Pro-active problem solver and independent thinker; ability to follow-up as often as necessary.
- Ability to work well under pressure while maintaining high standards, adapt to unexpected events, prioritize and multi-task in a dynamic but deadline driven environment.
- Highest degree of integrity, professionalism, and diplomacy is required.
- Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required.
- Familiar with expense platforms such as SAP Concur
- Supportive team player with a positive attitude.
- Ideal candidate has a minimum of 2 years of experience
Job Type: Temporary
Pay: From $24.00 per hour
Application Question(s):
- Do you have at least 3 years of experience as an Administrative Assistant within the Financial Industry or for a large global organization?
Location:
- Cohoes, NY 12047 (Required)
Work Location: In person
