Licensed Assistant
at UHY LLP
Albany, NY 12203, USA -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 27 Dec, 2024 | USD 90000 Annual | 05 Oct, 2024 | N/A | Good communication skills | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
THE FOCUS IS YOU:
We get to know you and take a focused approach to serving your business, totally dedicated to your specific needs. We give you specialized, individualized attention and provide solutions that empower you to succeed. All while delivering “The Next Level of Service”.
Our Albany office is looking for a Wealth Advisory Assistant to create and maintain excellent client relationships as well as perform clerical and administrative functions to support the department.
Responsibilities:
- Handle production work specific to wealth management
- Execute trades for various platforms
- Preparation of client reports and documentation
- Process distributions
- Ensure compliance with applicable regulations
- Draft correspondence, schedule appointments, organize and maintain paper and electronic files, or provide information to callers
- Operate office equipment such as copiers, phone systems, and use computers for spreadsheet, word processing, database management, and other applications.
- Answer telephones and give appropriate information to callers, or transfer calls to appropriate individuals, and manage Salesforce.
- Learn to operate new office technologies as they are developed and implemented.
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Human Resources/HR
HR / Administration / IR
HR
Graduate
Proficient
1
Albany, NY 12203, USA