Administrative assistant

03 Apr 2024


Support advisors and office staff with client-related tasks and corporate matters, including but not limited to:

Answer phones, schedule appointments, and prepare materials for client meetings

Keep client relationship management (CRM) systems up-to-date with client information and activity; organize, scan, and maintain all paper/electronic client files

Assist with information and documentation requirements for new accounts, transfers, and more.

Conduct proactive outreach to clients and advisors on time sensitive activities

Manage account activities that are operational in nature – cash management, transfers, account maintenance (e.g., periodic distributions, debits, contact changes)

Assume ownership of inquiries and requests; communicate with proper parties (internal or external) to ensure clients’ expectations for timely service delivery are met

Work with team to prepare quarterly reporting materials

Assist in executing trades, following advisor instruction

Assist with marketing efforts and periodic communications to clients

Handle sensitive information with confidentiality and discretion

Qualifications / Requirements:

2+ years of client service experience (financial services preferred, not required)

Proficient in Microsoft Word and Excel

Cover letter recommended

In-office position

Core Competencies:

Computer literate with the ability to learn new software systems quickly

Excellent organizational and time management skills

Strong attention to detail and accuracy in data entry

Exceptional customer service skills, both in person and over the phone

Professional phone etiquette and communication skills


Retirement plan offered, upon meeting eligibility requirements

Social media experience helpful but not required 

Position pays between $23- $25 per hour depending on experience


Paid time off

Retirement plan


Monday to Friday

Ability to commute/relocate:

Poughkeepsie, NY 12603: Reliably commute or planning to relocate before starting work (Required)


Customer service experience, helpful

Work Location: In person

  • ID: #51387913
  • State: New York Hudson valley 00000 Hudson valley USA
  • City: Hudson valley
  • Salary: USD TBD TBD
  • Showed: 2024-04-03
  • Deadline: 2024-06-02
  • Category: Admin/office