Administrative Assistant

Location: Cohoes, NY (Onsite)

Contract duration: 12 months

Pay: $22/ hr W2

Overview

The Team Administrative Professional helps clients achieve their personal financial goals through education and implementation across key financial disciplines, including employee benefits, tax planning and investments. We are looking for an administrative professional to join our fast-paced, team environment.

Duties 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

Skills Required

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

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Administrative Assistant