Administrative Assistant (Financial Services)

Location: Cohoes, New York, United States; onsite office role

Salary: $25/hour, W-2 only

Company

hirify.global provides staffing services for professional roles.

What you will do

• Provide administrative support to multiple financial advisors and back up other administrative team members.
• Handle copying, scanning, filing, archiving, shipping, mail processing, supply ordering, and check-related activities.
• Coordinate advisor travel, meeting logistics, calendars, expense reports, meeting rooms, and building access.
• Prepare and ship client correspondence, memoranda, letters, reports, and other documents.
• Support new-client onboarding by filing documentation and entering client information into internal systems.
• Assist with onboarding and training new administrative team members through job shadowing and knowledge sharing.

Requirements

• Previous administrative experience supporting executives or financial advisors in an office environment.
• Proficiency with Microsoft Word and Microsoft Outlook.
• Strong written and verbal communication, organization, attention to detail, prioritization, and follow-up skills.
• Ability to exercise sound judgment and discretion when handling confidential and highly sensitive client information.
• Ability to work independently and under pressure in a dynamic, deadline-driven environment.
• Professionalism, integrity, diplomacy, adaptability, and a supportive team-oriented approach.

Nice to have

• Familiarity with expense-management platforms such as SAP Concur.

Culture & Benefits

• Dynamic team environment supporting financial advisor teams.
• Opportunity to work with business leaders, clients, third parties, and administrative colleagues.
• 12-month assignment with W-2 employment.