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About 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

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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

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