Admin Assistant - Rochester, NY

Location: Rochester, NY; in-office Monday through Friday, 8:00 AM–4:30 PM

Pay: $18.07–$30.11 per hour

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with investment solutions, fintech tools, affiliation models, and practice management services.

What you will do

• Welcome clients and manage the front desk and reception area.
• Answer, screen, and direct phone calls and messages.
• Manage schedules, contact lists, appointments, meeting rooms, travel arrangements, and accommodations.
• Complete filing, photocopying, data entry, document archiving, mail processing, and office supply management.
• Support financial advisors with operational needs, internal communication, and client-facing events.
• Contribute to client communications, social media support, promotional materials, and ad-hoc projects.

Requirements

• Available for an in-office schedule Monday through Friday, 8:00 AM–4:30 PM.
• At least 3 years of administrative, office support, or customer service experience.
• At least 3 years of experience managing multiple priorities in a fast-paced environment.
• Strong verbal and written communication, organizational, independent-work, and collaboration skills.
• At least 3 years of experience with Microsoft Office and office technology.
• Professional customer service skills with discretion, integrity, and ethical conduct.

Nice to have

• Experience in a financial advisor’s practice.
• Administrative experience in a professional services environment.
• Associate or bachelor’s degree in business, accounting, or finance.

Culture & Benefits

• Collaborative, team-oriented environment focused on client success and continuous improvement.
• 401(k) matching and health benefits.
• Employee stock options and paid time off.
• Volunteer time off and other total rewards.

Hiring process

• Candidate communication is conducted directly from an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants are not asked for payment or bank and credit card information.