Administrative Assistant (Cohoes)

Job Description
Position Title: Central Operations – Administrative Support
Location: Cohoes, NY 12047
Pay Rate: $22/hour
Contract Duration: 12 Months
About the Role
Executive Wealth is dedicated to helping clients achieve their personal financial goals through education and implementation across key financial disciplines, including employee benefits, tax planning, and investments.
We are seeking a highly organized and detail-oriented Administrative Professional to join our fast-paced Central Operations Team. This role provides critical administrative support to multiple advisor teams and ensures smooth day-to-day operations while handling confidential information with professionalism and accuracy.
Key Responsibilities
Prepare, review, and edit confidential correspondence and client documentation.
Scan, organize, manage, and archive documents across multiple systems.
Prepare travel expense reports and billing allocation reports.
Process and handle time-sensitive quarterly client tax payments.
Support advisor teams with administrative tasks and special projects as needed.
Maintain high levels of accuracy, organization, and efficiency in all assigned duties.
Collaborate with team members to meet deadlines in a fast-paced environment.
Required Skills & Qualifications
Strong technology skills, including proficiency in Microsoft Word, Excel, and Outlook.
Ability to thrive in a fast-paced environment and think clearly under pressure.
Excellent verbal and written communication skills.
Strong team-oriented mindset with a collaborative approach.
Exceptional organizational skills and keen attention to detail.
Ability to handle sensitive and confidential information with discretion.
Why Join Us?
Opportunity to work with a respected financial services organization.
Gain valuable experience supporting wealth management professionals.
Collaborative and professional team environment.
Competitive hourly pay with a 12-month contract opportunity.

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Applicant Privacy Disclosure
We collect personal information from applicants during the recruiting, pre-offer, and offer process.
During the recruiting, pre-offer process and offer process, we may collect the following categories of personal information:
Identifiers, such as name, address, and email address.
Professional and Employment-Related Information, such as resume, work history, education, and qualifications.
Information Voluntarily Provided by You in connection with the recruiting and pre-offer process.
Sensitive Personal Information, where legally permitted and necessary, such as Social Security number and date of birth.
Personal information is collected and used for the following business purposes: evaluating qualifications and eligibility for employment; communication regarding the recruitment and application process; verifying eligibility for employment; and complying with applicable legal, regulatory, and contractual obligations.
Personal information is collected and used only as necessary, and we are committed to data minimization, privacy, and providing equal employment opportunities. We are an international organization, and personal information may be accessed or processed by authorized personnel or service providers located outside the United States, subject to appropriate safeguards. We restrict use and access to personal information to authorized personnel and service providers with confidentiality and data security obligations. We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure.
For information about our privacy practices, please review our Privacy Policy at:

https://prideglobal.com/privacy-policy
If you do not consent to the collection of such personal information, please advise us immediately in writing at datasecurity@prideglobal.com