STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!

This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below.

“Beware of scams. S3 never asks for money during its onboarding process.”

Job Title: Administrative Assistant (Asset & Wealth Management)

Contract Length: 12+ Month contract

On site work

Location: Cohoes, NY (Onsite) 12047

Pay: 25 per hr on W2

We are seeking a highly organized and proactive Administrative Assistant with 5+ years of experience to support financial advisors and account managers in a fast-paced wealth advisory and private family office environment. This role requires strong attention to detail, discretion, and the ability to manage multiple priorities while delivering high-quality administrative support.

Key Responsibilities

• Provide comprehensive administrative support to financial advisors and account managers, including team backup as needed
• Manage and coordinate complex calendars, meetings, and scheduling logistics (internal and external)
• Organize client calls, advisor meetings, and teleconferences, resolving scheduling conflicts as needed
• Coordinate domestic and international travel arrangements and process expense reports
• Handle confidential and sensitive client information with a high level of discretion
• Prepare and distribute correspondence, reports, presentations, and documentation
• Interact professionally with senior leadership and clients
• Organize, ship, and track client materials; respond to client inquiries and follow-ups
• Support onboarding of new team members and assist with new client account setup and data entry
• Maintain knowledge of company policies and independently resolve administrative matters
• Perform general administrative duties including filing, scanning, copying, archiving, inventory management, invoicing, and mail processing

Required Qualifications

• 5+ years of administrative experience supporting senior executives, financial advisors, or similar roles
• Experience in financial services, asset management, wealth management, or related environment
• Strong ability to handle confidential and sensitive information
• Excellent written and verbal communication skills
• Strong organizational skills with attention to detail and ability to prioritize
• Ability to work independently and manage competing priorities in a fast-paced environment
• Proactive problem-solving skills with strong follow-through
• High level of professionalism, integrity, and discretion
• Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)

Preferred Qualifications

• Experience in wealth management, private banking, or family office environments
• Familiarity with expense management tools such as SAP Concur

Work Environment

• 100% onsite role in Cohoes, NY
• Fast-paced, client-facing financial services environment
• Requires strong coordination, responsiveness, and attention to detail