This Administrative Assistant position will assist Financial Advisors and the Director of Operations. Any prior experience preferred. As a team, we provide our clients with the highest level of care, concern, and service.

The responsibility is to assist financial advisors with new business processing from beginning to end, as well as all client service-related requests & issues. Some of these duties include but are not limited to …

Greeting Clients & Visitors.

New Client Onboard Processing

Scheduling appointments

Answering Phones

Creating and maintaining compliant client file folders.

Filing, Scanning, Imaging Data

Editing & inputting Case Notes / task generation

Preferred qualities & skills

• Good interpersonal skills
• Administrative experience
• Team player, willing to contribute and help others
• Strong attention to detail
• Ability to work effectively with minimal direction and frequent interruptions
• Ability to work in a fast-paced environment and balance competing priorities
• Excellent communication & grammar skills
• Excellent organizational and time management skills, with the ability to prioritize wide range of tasks
• Excellent PC skills
• Knowledge of business-related policies and practices

Job Types: Full-time, Part-time

Pay: $15.00 - $24.00 per hour

Expected hours: 20 – 40 per week

Benefits:

• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Watertown, NY 13601: Relocate before starting work (Required)

Work Location: In person