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.

• 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.