Administrative Assistant (Financial Services)

TL;DR

Administrative Assistant (Financial Services): Providing comprehensive administrative support to advisors and account managers within the Wealth Advisory Solutions & Private Family Office team with an accent on calendar management, travel coordination, and confidential data handling. Focus on ensuring seamless day-to-day operations, managing complex scheduling conflicts, and maintaining high standards of discretion.

Location: Must be based in Cohoes, NY

Salary: $25/HR

Company

hirify.global is a professional staffing agency providing specialized personnel to various industries.

What you will do

• Manage complex calendars, prioritize meeting requests, and resolve scheduling conflicts for advisors and account managers.
• Coordinate detailed travel itineraries and process expense reports accurately and timely.
• Handle highly confidential client information and act as a primary point of contact for stakeholders.
• Prepare, edit, and distribute professional correspondence, reports, and memos.
• Support onboarding processes for new hires and new client accounts via data entry.
• Perform general office administration including filing, scanning, archiving, and inventory management.

Requirements

• Minimum 5+ years of relevant experience supporting high-level executives or financial advisors.
• Background in financial services, private sector, or government.
• Strong proficiency in MS Word, Excel, PowerPoint, and Outlook.
• Familiarity with expense platforms such as SAP Concur.
• Ability to work onsite in Cohoes, NY.
• Proven ability to exercise judgment and discretion with sensitive information.

Culture & Benefits

• Possibility to extend the contract or convert to a full-time employee (FTE) position.
• Professional environment focused on high-integrity and diplomatic service delivery.
• Supportive team culture with a focus on consistency and quality of service.