Job Description

Job Title: Administrative Assistant
Location: Cohoes, NY (Onsite) 
Duration: 12 months + Possibility to Extend and/or Convert to FTE
Pay Rate: $22/HR (W2 Only)

Job/Role Description:

• This role helps support operation and performance of our client's executive wealth management administrative functions.
• This position will provide support to multiple advisor teams and also help with problem resolution for time-sensitive client tasks and documentation processes.
• This position will ensure high quality service delivery through responsiveness to administrative requests, crisis management, and adherence to service levels and process improvement initiatives.
• Perform preparation, review, and editing of confidential correspondence
• Perform document scanning, management, and archiving across multiple systems
• Prepare travel expense and billing allocation reports
• Prepare and handle time-sensitive quarterly client tax payments
• Provide support on miscellaneous administrative projects as needed
• Accurately log and document project statuses and client interactions
• Identify opportunities for improvement in administrative tools and processes
• Provide planning and oversight for document workflow changes
• Report key performance metrics to management

Required Qualifications

• Prior experience with a large corporate administrative environment, preferably in the financial services sector
• Experience with Microsoft Office Suite (Word, Excel, Outlook)
• Experience with document management systems a plus
• Experience with expense reporting and billing software a plus
• Well versed in crisis management and root cause analysis techniques
• Previous experience in vendor management preferred
• Experience working in a team-oriented, collaborative environment
• Proven analytical and problem-solving abilities
• Strong interpersonal, written, and oral communication skills
• Ability to prioritize and execute tasks in a high-pressure environment and make sound decisions in emergency situations
• Highly self-motivated and directed
• Strong organizational skills
• Keen attention to detail
• Strong customer service orientation
• Candidate must be located onsite in the Cohoes office as this role is fully onsite.