Job Title: Administrative Assistant
Office Address: 100 Coliseum Drive (Ayco) Cohoes, NY 12047
Contract duration: 12 months
Pay: ***/ hr
Role / Position Title:
Administrative Assistant
Team:
WAS Assistants
Job Description:
*** Asset & Wealth Management
Wealth Advisory Solutions & Private Family Office | Cohoes, NY
Administrative Assistant
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 & 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 at least 5+ years of experience.