Administrative Assistant, Financial Services

Position: Administrative Assistant, Financial Services

Location: Utica, NY

Summary: Our client, an investment firm located in Utica, NY is hiring for a highly efficient and professional Administrative Assistant, Financial Services to work directly with Financial Consultants servicing client accounts. The successful candidate will be extremely professional, have strong customer service skills, and advanced Microsoft Office experience. The Administrative Assistant, Financial Services will work closely with clients to service and manage accounts. Strong presentation skills and ability to multitask in a fast-paced environment is a must. Finance or banking experience a plus.

Salary: $29-39k (commensurate with experience)


Responsible for completing and implementing all client account paperwork under the direction of Financial Consultants.

Update and maintain the representative’s contact management database, client files, and records.

Meet and work directly with clients both on the phone and in the office.

Assist with meetings/seminars outside of the office when needed.

Assist with the preparation of proposals and client review documents as needed.

Work directly with various external vendors to facilitate client accounts and transactions.

Troubleshoot, research and resolve all client inquiries with regard to the client’s account.

Perform administrative duties with regard to phones, messages, appointments, and correspondence.

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