Administrative Assistant

Position:
Administrative Assistant

Company:
Not Specified

Compensation:
$22/HR (W2 Only)

Location:
USA, Cohoes, NY

Employment type:
Contract

Work Arrangement:
Onsite

Short Summary:
This role helps support operation and performance of our client’s executive wealth management administrative functions, providing support to multiple advisor teams and assisting with time-sensitive client tasks and documentation processes.

Responsibilities:
- Perform preparation, review, and editing of confidential correspondence- Perform document scanning, management, and archiving across multiple systems- Prepare travel expense and billing allocation reports- Prepare and handle time-sensitive quarterly client tax payments- Provide support on miscellaneous administrative projects as needed- Accurately log and document project statuses and client interactions- Identify opportunities for improvement in administrative tools and processes- Provide planning and oversight for document workflow changes- Report key performance metrics to management

Requirement:
- Prior experience with a large corporate administrative environment, preferably in the financial services sector- Experience with Microsoft Office Suite (Word, Excel, Outlook)- Experience with document management systems a plus- Experience with expense reporting and billing software a plus- Well versed in crisis management and root cause analysis techniques- Previous experience in vendor management preferred- Experience working in a team-oriented, collaborative environment- Proven analytical and problem-solving abilities- Strong interpersonal, written, and oral communication skills- Ability to prioritize and execute tasks in a high-pressure environment and make sound decisions in emergency situations- Highly self-motivated and directed- Strong organizational skills- Keen attention to detail- Strong customer service orientation