Administrative Assistant

Job Title: Administrative Assistant

Location: Cohoes, NY 

Duration: 12 Months

Pay Rate: $22/hr W2

Job/Role Description:

• This role provides administrative support to multiple advisor teams within a fast-paced, collaborative wealth management environment.
• Support daily office operations and assist advisor teams with administrative tasks to ensure efficient workflow and timely completion of assignments.
• Prepare, review, and edit confidential correspondence and business documents.
• Perform document scanning, organization, management, and archiving across multiple systems.
• Prepare travel expense reports and billing allocation reports, ensuring accuracy and timely processing.
• Assist with the preparation and handling of time-sensitive quarterly client tax payments.
• Maintain accurate records and ensure proper handling of confidential client and business information.
• Coordinate and prioritize multiple administrative responsibilities while meeting deadlines.
• Provide general office support and assist with miscellaneous administrative projects as needed.
• Work collaboratively with internal teams to support operational efficiency and administrative processes.
• This position requires working fully onsite at the Cohoes, NY office.

Required Qualifications

• Previous administrative assistant, office support, or related professional experience preferred.
• Experience preparing, reviewing, and editing business correspondence and documentation.
• Ability to manage, organize, scan, and archive documents across multiple systems.
• Strong attention to detail and accuracy when handling confidential and time-sensitive information.
• Proficiency with Microsoft Office applications, including Word, Excel, and Outlook, preferred.
• Strong organizational and time management skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Ability to work effectively in a fast-paced, team-oriented environment.
• Strong interpersonal skills and a professional, customer-service-focused approach.
• Ability to handle sensitive and confidential information with discretion.
• Strong problem-solving skills and ability to work independently with minimal supervision.
• Experience supporting financial services, wealth management, or professional services teams is a plus.
• Must be able to work fully onsite in Cohoes, NY.