Office Administrative Assistant for Financial Advisory Practice [Part-Time]

2026_Office Administrative Assistant for Financial Advisory Practice [Part-Time]

Job description:                                                                                                                                                             

Job Type:                         Part-time / In person

Compensation:                $18.00 - $21.00 per hour / 25 - 30 Hours per week

Schedule:                        Monday, Wednesday & Friday

Benefits:                          Flexible schedule; Opportunity for professional advancement

Work Location:                Clifton Park, NY

Submit Resumes to:       MWS@nycap.rr.com

The Office Administrative Assistant role focuses on three main objectives when assisting the Financial Advisor:

• Client Service - To help deliver an outstanding client engagement experience.

• Marketing Support – To help maximize community awareness and exposure through various ongoing communication, education and outreach campaigns.
• Administrative Support – To assist in further documenting and systematizing the practice.

Duties and Responsibilities:   

• Servicing existing client relationships:
• Delivering established Client Service Models through a mix of scheduled routine (outbound) client service phone calls and email campaigns
• Facilitating client meetings (e.g.: scheduling, and managing the pre- and post-meeting file, following up with service tasks)
• Onboarding new client relationships, (e.g.: setting up new accounts and processing the transfer-in of new relationship assets)
• Administrative Support:
• Maintaining office Contact Relationship Management Database (CRM) for use in efficiently managing various outreach campaigns
• Running multiple Branch and Client status report
• Maintaining branch compliance files
• Marketing Support:
• Facilitating planned speaking engagements/seminars and networking events hosted throughout the year (e.g.: scheduling venue, approvals, materials, etc.)

Managing ongoing social media posts and semi-automated email distribution lists

Maintaining an electronic library of brochures and presentations

Required Knowledge/Skills/Traits:

• Polished professional etiquette and interpersonal skills when in-person or over the telephone

• Cohesive writing capability
• Ability to manage multiple projects and assignments
• Ability to manage and improve any detail-oriented process
• Demonstrable command of various Microsoft Office products (Word, Excel, Outlook) and how a Client Relationship Manager (CRM) database operates

Professional Development Opportunities:

• Potential for full-time employment with benefits and retirement package

• Performance recognition bonuses, based on objective review process
• Ongoing professional development and training, including industry recognized certifications

Education & Experience Requirements:

• Minimum of two years in prior administrative role

• Experience in marketing, finance or insurance industry is preferred, but not required
• College degree preferred but not required
• High School Diploma/Equivalency required