Top 25 finance assistant Jobs in albany, ny

Financial Advisor Assistant
Northwestern Mutual —Albany, NY
- $50,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
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Assistant Controller
Robert Half —Albany, NY
- $46 - $51 an hour
- Temporary
- Mid-level
- US work authorization
- Disability insurance
- Dental insurance
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5d
Assistant Controller
Robert Half —Cohoes, NY
- $80,000 - $100,000 a year
- CPA
- Mid-level
- Office
- Disability insurance
- Dental insurance
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Assistant Controller
Waste Connections —Clifton Park, NY
- $75,000 - $90,000 a year
- Mid-level
- Office
- Finance
- Disability insurance
- Relocation assistance
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Assistant Finance Manager
Marchese Ford —New Lebanon, NY
- $50,000 - $75,000 a year
- Full-time
- Inventory control
- Dealership
- Inventory management
- Health insurance
- Dental insurance
Quick Apply
Program Aide (NY HELPS) - Finance Bureau
State of New York - Parks, Recreation & Historic Preservation, Office of —Albany, NY
- $53,413 - $65,061 a year
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Paid parental leave
9d
Finance Assistant
U.S Comm for Refuge —Albany, NY
- $22.50 - $26.50 an hour
- Online Application
- Microsoft Excel
- Microsoft Outlook
- English
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Assistant Financial Analyst
The State University of New York (SUNY) —Albany, NY
- $60,000 - $64,000 a year
- Full-time
- Oracle
- Mid-level
- Office
- Paid holidays
- Health insurance
10d
Assistant Actuary, SG-14
State of New York - Financial Services, Department of —Albany, NY
- $50,844 - $68,630 a year
- Full-time
- Background check
- Mid-level
- Office
- Life insurance
Assistant Controller
Albany Medical Center —Albany, NY
- $116,823 - $186,917 a year
- Full-time
- CPA
- Computer literacy
- Office
Assistant Director of Financial Administration 2
New York State Department of Agriculture and Markets —Albany, NY
- $103,870 - $131,298 a year
- Online Application
- Office
- Team management
- Accounting
- Free parking
- Paid parental leave
Quick Apply
Administrative Assistant Finance
Unity House of Troy —Troy, NY
- $18.06 - $19.09 an hour
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
Assistant Deputy Superintendent for Examination & Monitoring (Assistant Deputy Superintendent, NS)
State of New York - Financial Services, Department of —Albany, NY
- $127,507 - $160,911 a year
- Full-time
- Background check
- Office
- Master's degree
Assistant Deputy Superintendent for Consumer Examinations Unit (Assistant Deputy Superintendent, NS)
State of New York - Financial Services, Department of —Albany, NY
- $127,507 - $160,911 a year
- Full-time
- Background check
- Management
- Office
Assistant Director-Financial Aid Veteran Affairs
Excelsior University —Albany, NY
- $48,000 - $50,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
Quick Apply
5d
Assistant Director-Financial Aid
Excelsior University —Albany, NY
- $48,000 - $50,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Bachelor's degree
Quick Apply
Assistant Director- Financial Aid
Excelsior University —Albany, NY
- $48,000 - $50,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Office
- Work from home
Quick Apply
1d

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Assistant Controller
Robert Half —Albany, NY
Candidates should be comfortable using technology, including AI-enabled tools, to improve efficiency and maintain strong accounting discipline.
$46 - $51 an hour
Quick Apply
5d
Assistant Controller
Robert Half —Cohoes, NY
Oversee GL, cash management, and reconciliations. We offer contract, temporary and permanent placement solutions for finance and accounting, technology,…
$80,000 - $100,000 a year
Quick Apply

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Financial Advisor Assistant

Northwestern Mutual -
Albany, NY

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year

Qualifications

Teamwork
Confidential information handling
Microsoft Excel
Microsoft Outlook
Executive administrative support
Client database systems
Client services
Financial services
CRM system proficiency

Full Job Description

POSITION SUMMARY

The Financial Advisor Assistant plays a critical support role in the daily operations of a Northwestern Mutual financial advisor's practice. This individual serves as the face of the office to clients, manages key administrative functions, handles insurance processing, and leads client relationship marketing efforts. The ideal candidate is organized, proactive, personable, and passionate about delivering an exceptional client experience.

KEY RESPONSIBILITIES

Insurance Processing

Prepare, submit, and track insurance applications and policy documents
Coordinate with underwriters and home office to move cases through the approval process
Follow up on outstanding requirements, labs, and signatures
Maintain accurate records of case status and update advisor regularly
Handle policy delivery and ensure all documentation is properly executed

Scheduling & Calendar Management

Manage the advisor's calendar, including scheduling client meetings, reviews, and prospecting appointments
Send meeting confirmations, reminders, and preparation materials to clients
Coordinate logistics for in-person and virtual appointments
Prioritize and protect time blocks for high-value advisor activities

Client Communication & Service

Serve as the first point of contact for client inquiries by phone, email, and in person
Respond to routine client requests and direct complex matters to the advisor
Maintain a warm, professional, and relationship-focused presence with all clients
Update and maintain accurate client information in CRM systems
Support client onboarding by gathering necessary documentation and coordinating paperwork

Client Marketing & Relationship Building

Manage a personalized client outreach calendar, including birthday cards, holiday greetings, and milestone acknowledgments
Send handwritten or printed cards and gifts for key life events (anniversaries, new babies, retirements, etc.)
Coordinate client appreciation events, seminars, and touchpoint campaigns
Support social media and email marketing efforts on behalf of the advisor
Track outreach history and ensure consistent, meaningful touchpoints with the client base

QUALIFICATIONS

Required

2+ years of experience in an administrative, client services, or financial services support role
Outstanding interpersonal and communication skills written and verbal
Highly organized with strong attention to detail and the ability to manage multiple priorities
Proficiency in Microsoft Office Suite (Outlook, Word, Excel)
Experience with CRM software and scheduling tools
Discretion and professionalism in handling sensitive client information

Preferred

Experience in the financial services, insurance, or wealth management industry
Familiarity with life insurance or investment product processing
Life & Health insurance license (or willingness to obtain)

WHAT WE OFFER

A collaborative, growth-oriented team environment
Competitive compensation commensurate with experience
Ongoing professional development and licensing support
The opportunity to make a meaningful impact on clients' financial lives
Exposure to one of the most respected financial services firms in the country

Pay: $50,000.00 - $60,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

finance assistant jobs in albany, ny

Financial Advisor Assistant

Assistant Controller

Assistant Controller

Assistant Controller

Assistant Finance Manager

Program Aide (NY HELPS) - Finance Bureau

Finance Assistant

Assistant Financial Analyst

Assistant Actuary, SG-14

Assistant Controller

Assistant Director of Financial Administration 2

Administrative Assistant Finance

Assistant Deputy Superintendent for Examination & Monitoring (Assistant Deputy Superintendent, NS)

Assistant Deputy Superintendent for Consumer Examinations Unit (Assistant Deputy Superintendent, NS)

Assistant Director-Financial Aid Veteran Affairs

Assistant Director-Financial Aid

Assistant Director- Financial Aid

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