STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!
This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below.
“Beware of scams. S3 never asks for money during its onboarding process.”
Job Title: Administrative Assistant (Asset & Wealth Management)
Contract Length: 12+ Month contract
On site work
Location: Cohoes, NY (Onsite) 12047
Pay: 25 per hr on W2
We are seeking a highly organized and proactive Administrative Assistant with 5+ years of experience to support financial advisors and account managers in a fast-paced wealth advisory and private family office environment. This role requires strong attention to detail, discretion, and the ability to manage multiple priorities while delivering high-quality administrative support.
Key Responsibilities
- Provide comprehensive administrative support to financial advisors and account managers, including team backup as needed
- Manage and coordinate complex calendars, meetings, and scheduling logistics (internal and external)
- Organize client calls, advisor meetings, and teleconferences, resolving scheduling conflicts as needed
- Coordinate domestic and international travel arrangements and process expense reports
- Handle confidential and sensitive client information with a high level of discretion
- Prepare and distribute correspondence, reports, presentations, and documentation
- Interact professionally with senior leadership and clients
- Organize, ship, and track client materials; respond to client inquiries and follow-ups
- Support onboarding of new team members and assist with new client account setup and data entry
- Maintain knowledge of company policies and independently resolve administrative matters
- Perform general administrative duties including filing, scanning, copying, archiving, inventory management, invoicing, and mail processing
Required Qualifications
- 5+ years of administrative experience supporting senior executives, financial advisors, or similar roles
- Experience in financial services, asset management, wealth management, or related environment
- Strong ability to handle confidential and sensitive information
- Excellent written and verbal communication skills
- Strong organizational skills with attention to detail and ability to prioritize
- Ability to work independently and manage competing priorities in a fast-paced environment
- Proactive problem-solving skills with strong follow-through
- High level of professionalism, integrity, and discretion
- Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Preferred Qualifications
- Experience in wealth management, private banking, or family office environments
- Familiarity with expense management tools such as SAP Concur
Work Environment
- 100% onsite role in Cohoes, NY
- Fast-paced, client-facing financial services environment
- Requires strong coordination, responsiveness, and attention to detail
