Wall Street Alliance Group · 16 hours ago
Administrative Assistant
New York, NY
Full-time
Onsite
New Grad, Entry Level
$80K/yr - $120K/yrWall Street Alliance Group is seeking a highly organized, detail-oriented Administrative Assistant to support their growing fiduciary financial planning practice. This role involves managing daily office operations, client onboarding support, and internal coordination to ensure a high-quality experience for clients.
Asset ManagementConsultingInsuranceLife InsuranceWealth Management
Responsibilities
Maintain and systematically organize office files, records, and client documentation
Coordinate calendars, meetings, and appointments for advisors and leadership
Prepare, format, and edit documents, reports, and presentations
Answer incoming phone calls and route inquiries professionally
Assist with data entry and ongoing database management
Support new account openings and client onboarding
Assist clients with DocuSign, online account access, and administrative follow-ups
Provide general administrative support to team members as needed
Qualification
Required
High school diploma or equivalent required
Prior experience in an administrative or office support role
Strong attention to detail with the ability to multitask effectively
Excellent written and verbal communication skills
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Ability to work independently while collaborating with a team
Professional demeanor with a positive, service-oriented mindset
Preferred
associate's or bachelor's degree
Benefits
401(k) with employer match
Health insurance
Professional, team-oriented work environment
Opportunity to grow with a respected fiduciary firm serving medical professionals
Company
Wall Street Alliance Group
Wall Street Alliance Group is a consulting firm that provides portfolio management, tax and estate planning, and charitable trust services.
Founded in 2003
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Syed Nishat, BFA™
Partner
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