Financial Services Administrative Specialist
phyton talent advisorsCohoes, NY
Financial Services Administrative Specialist
phyton talent advisorsCohoes, NY
yesterday
Occupations
Secretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveFinancial Clerks, All OtherFinancial Specialists, All OtherIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
Phyton Talent Advisors seeks an organized administrative professional to support multiple financial advisor teams in the New York area. Responsibilities include handling confidential documents, expense reports, travel, and billing allocations, while maintaining strict confidentiality and a client-focused approach in a fast-paced wealth management environment.
Join a collaborative team and contribute to smooth office operations, document management, and cross-team support to enable advisors to
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
Cohoes, NY
Occupation
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Industry
Portfolio Management and Investment Advice
Posted
yesterday
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE (opens in a new tab)