Job Title: Administrative Assistant
Location: Cohoes, NY (On-Site)
Duration: 12+ Months
Engagement Type: W2 Contract
PR: 22/HR

ABOUT THE ROLE

Join a high-energy, mission-driven team dedicated to empowering clients on their journey toward financial confidence. Our work spans employee benefits, tax planning, investment strategy, and more — and we’re looking for a sharp, reliable administrative professional who thrives in a fast-paced environment and enjoys being the operational backbone of a team.

If you love keeping things organized, supporting others, and making an impact behind the scenes, this role is for you.

WHAT YOU’LL DO

As an Administrative Assistant, you’ll play a key role in supporting multiple advisor teams by handling critical tasks such as:

• Preparing, reviewing, and editing confidential correspondence

• Managing document scanning, archiving, and organization across several systems

• Preparing travel expense reports and billing allocation summaries

• Coordinating and processing time-sensitive quarterly client tax payments

• Tackling a variety of special administrative projects as needed

Your work ensures smooth operations, timely deliverables, and exceptional client support.

WHAT YOU BRING

We’re looking for someone who is:

• Tech-savvy, with strong skills in Microsoft Word, Excel, and Outlook

• Calm under pressure, able to think clearly and act quickly in a fast-moving environment

• Communicative and collaborative, with a team-first mindset

• Detail-obsessed and highly organized, with a natural ability to keep tasks, documents, and deadlines in order.