Job Title: Administrative Assistant

Location: Cohoes, NY

Duration: 12 months

Pay Rate: $25/HR (W2 Only)

Job/Role Description:

• This role provides administrative support to advisors and account managers in a dynamic team environment while also serving as backup team support as needed.
• Maintain and coordinate detailed calendars including internal and external meetings and conference calls, prioritizing meeting requests and related logistics.
• Coordinate logistics for client calls and advisor meetings, including scheduling, teleconference rooms, and resolving calendar conflicts on an ongoing basis.
• Coordinate travel arrangements and process expense reports in a timely manner.
• Handle highly confidential and sensitive client information with the utmost discretion.
• Prepare and distribute department correspondence, memos, letters, reports, or other documents as requested.
• Interact with high-level business leaders in a professional and effective manner.
• Organize and ship materials to clients and respond to and follow up on client requests.
• Support the onboarding and integration of new hires on the team as well as new client accounts, including performing relevant data entry processes.
• Maintain understanding of firm policies and handle certain issues independently.
• Participate in ad-hoc and general administrative duties including copying, scanning, filing, faxing, archiving, inventory ordering, invoice submissions, shipping, mail, and check-related processing.

Required Qualifications

• Experience supporting high-level executives and/or financial advisors in a complex environment, preferably in financial services, private sector, or government.
• Ability to exercise good judgment and discretion in dealing with confidential material or handling of highly sensitive information.
• Excellent interpersonal and communication skills, both written and verbal, with the ability to display a consistent, professional degree of communication.
• Extreme attention to detail and strong organizational skills, with the ability to prioritize tasks.
• Quick learner and self-starter with excellent anticipation skills.
• Proactive problem solver and independent thinker; ability to follow up as often as necessary.
• Ability to work well under pressure while maintaining high standards, adapt to unexpected events, prioritize, and multi-task in a dynamic but deadline-driven environment.
• Highest degree of integrity, professionalism, and diplomacy is required.
• Strong proficiency in MS Word, Excel, PowerPoint, and Outlook is required.
• Familiarity with expense platforms such as SAP Concur.
• Supportive team player with a positive attitude.
• Ideal candidate has at least 5+ years of experience.

Role Title: Client Analyst
Location: Cohoes, NY (Onsite)
Duration: 12-Month Contract (Potential Contract-to-Hire)
Pay Rate: $25/hour

Position Overview

• We are seeking a bright, organized, and client-focused Client Analyst to support a busy Wealth Management and Client Services team. This role serves as the primary point of contact during the client onboarding process while supporting investment operations, account administration, client service, and operational workflows.
• The ideal candidate has experience supporting financial services, banking, wealth management, or corporate operations teams and enjoys working in a fast-paced, client-focused environment.

Key Responsibilities

• Client Onboarding & Relationship Support
• Manage the end-to-end client onboarding process.
• Maintain new business opportunities within Salesforce CRM.
• Support onboarding documentation, contracting, and client data management.
• Introduce clients to digital platforms and available services.
• Maintain accurate client records.

Financial Services experience.

• Wealth Management experience.
• Investment Operations experience.
• Banking Operations experience.
• Salesforce CRM experience.
• Client onboarding experience.
• Investment account processing.
• Securities Industry Essentials (SIE) certification (preferred, not required)

Required Qualifications

• Bachelor’s Degree required.
• 2–5 years of corporate administrative, operations, or client service experience.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Excellent organizational and multitasking abilities.
• Ability to work under pressure in a fast-paced environment.
• Strong customer service orientation.
• Team player with professional communication skills.