JOB SUMMARY

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.

JOB DESCRIPTION

• 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.

Please refer the Job description for details