Job description

Currently seeking an experienced assistant who can work side-by-side with a team of experienced advisors in a growing team environment.

This candidate should have extensive experience as an administrative assistant, and we welcome candidates with securities licenses or who are interested in obtaining securities licenses, which would expand this role. Compensation will be commensurate with experience, ability, and the potential growth impact to the overall business. This position could expand into a managerial position of other administrative assistants.

The assistant should have excellent organizational, communication and time management skills. Specifically, the assistant must be detail-oriented and able to juggle multiple priorities in a heavy workload environment. The assistant will need to be proactive, resourceful and possess a strong work ethic to trouble shoot and see all tasks through to completion.

Hours are flexible - the position would be 30 - 40 hours per week.

Primary tasks

· Ability to prioritize projects and manage time

· Ability and desire to work in a collaborative environment with multiple service centers and office resources in order to offer high-level service to clients

· Ability to anticipate client and advisor needs ahead of client meetings and in follow-up tasks

· Ability to process new business efficiently and accurately

· Must have strong follow-up for tasks and initiative in seeing service issues through to completion

· Maintain an organized, compliant, and efficient filing system

· Generate reports; prepare documents using Word, Excel, or PowerPoint as needed.

· Utilize strong interpersonal and communication skills to interact with employees, clients, and financial professionals

Job Types: Full-time, Part-time

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Clifton Park, NY 12065: Reliably commute or planning to relocate before starting work (Preferred)

Work Location: One location

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