Admin Assistant - Rochester, NY
Core
First point of contact for clients and callers, managing front desk operations and providing administrative support to financial advisors.
Role type
Administrative Assistant
Builds
Welcoming client experience and operational support for financial advisors
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Client greeting and reception, Phone call screening and routing, Scheduling and appointment coordination, Document filing and archiving, Office supply management, Mail and delivery processing, Travel arrangement coordination, Meeting room logistics, Microsoft Office proficiency, Multitasking in fast-paced environments
Responsibilities
Greet and welcome clients, Answer and direct incoming calls, Manage scheduling and contact lists, Perform administrative tasks like filing and data entry, Maintain reception area, Order office supplies, Process mail, Coordinate travel, Support meeting logistics, Assist with client-facing events, Complete ad-hoc projects
Seniority
Individual Contributor, Mid-level (3+ years experience)