Financial Services Administrative Specialist
phyton talent advisorsCohoes, NY
Financial Services Administrative Specialist
phyton talent advisorsCohoes, NYSenior L5
Secretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveFinancial Clerks, All OtherFinancial Specialists, All Other
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
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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Level
Senior L5
Location
Cohoes, NY
Occupation
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Industry
Portfolio Management and Investment Advice
Posted
today