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Advantage xPO · 4 weeks ago

Private Wealth Management Administrative Assistant - Cohoes

Cohoes, NY

Contract

Onsite

Entry Level

$21/hr - $25/hr

2+ years exp

Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The role involves providing administrative support to multiple advisor teams and managing various office tasks to ensure smooth operations.

EmploymentRecruitingStaffing Agency

Responsibilities

Provide administrative support to multiple advisor teams including:

Preparation, review and editing of confidential correspondence

Document scanning, management and archiving across multiple systems

Preparation of travel expense and billing allocation reports

Preparation and handling of time-sensitive quarterly client tax payments

Miscellaneous administrative projects as needed

Qualification

Microsoft WordMicrosoft ExcelMicrosoft OutlookCommunication skillsOrganizational skillsCritical thinkingTeamworkIntegrity

Required

Proficiency in Word, Excel, PowerPoint and Outlook required

A minimum of 2 years of work experience in a professional corporate environment

Strong written and verbal communication skills

Enjoys working in a team environment

Polished communication skills

Ability to multi-task and work in a fast-paced environment

Business professional environment and attire

Possess critical thinking skills and good judgment

Displays personal pride in work, always striving to do his/her best

Chooses to always operate with integrity and transparency

Strong technology skills including working knowledge of Microsoft Word, Excel, and Outlook

Ability to work in a fast-paced environment and think clearly under pressure

Excellent communication skills; team focused, Extremely organized and detail-oriented

Preferred

Bachelor's degree preferred but not required

New graduates who have a desire to be in the financial services industry are also encouraged to apply, provided that they can currently commit to working full time (40 hours a week onsite)