Banking And Financial Services Jobs in Schenectady

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

The Commercial Banking intern will join our dynamic Commercial Banking team and play a vital role in supporting the department's daily operations. This entry-level position will provide valuable hands-on experience and an opportunity to gain in-depth knowledge of Commercial Banking functions. As a Commercial Banking intern, you will be involved in various aspects of Commercial Banking, assisting with credit department tasks, customer interactions, treasury management and other Commercial Banking initiatives. This internship is designed to provide a well-rounded and immersive experience, allowing you to develop a comprehensive understanding of Commercial Banking practices and contribute to the success of our Commercial Banking team.

• Support the Commercial Banking team in various departments including: CRE Banking and Capital Markets, Middle Market Banking, Business Banking, Treasury Management and Credit Department.
• Participate in the Commercial Banking team sales meetings, customer and prospect calls as appropriate.
• Assist in portfolio maintenance for the Middle Market banking team.
• Supports the market Treasury Management team with activities related to the various Treasury Management functions, such as preparing ACH documents, developing account management strategies and service for business banking customers.
• Assist the Credit Department with financial statement spreads and analysis in order for the Banking team to make loan decisions.
• Work with the commercial banking coordinators and shadow them.
• Supports the Banking team with ad hoc requests or Commercial Banking projects as needed

Education, Training and Requirements:

• Driven college student pursuing a Bachelor's degree in Banking, Treasury Management, Credit Administration or a related field.
• All applicants must be 18 years of age or older.

Skills:

• Strong written and verbal communication skills, with the ability to communicate professionally and tactfully with employees at all levels of the organization.
• Demonstrated ability to handle confidential information with discretion and maintain high ethical standards.
• Knowledge of labor laws and regulations is preferred but not required.

Experience:

• A genuine interest in pursuing a career in Banking, demonstrated through coursework, previous internship experience, or relevant banking or accounting related activities.

Hours: 40hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

• Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
• Determine customer needs, explain and sell products and services
• Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
• Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
• Participate in branch prospecting efforts and sales initiatives
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused and organized to successfully complete responsibilities
• Actively participate in branch meetings and training to enhance knowledge and development of skills
• Other related duties as assigned or directed

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Education, Training and Skills Requirements:

• High School Diploma or GED required
• Excellent interpersonal and communication skills
• Accurate and proficient math skills
• Documentation skills with attention to detail
• Clear thinking and ability to remain focused
• Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
• Internal product knowledge and teller training (provided after hire)

Experience/Other:

• Two (2) years of customer service and/or banking normally required
• All applicants must be 18 years of age or older.

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

The Commercial Banking Coordinator interacts with employees within and outside department to provide quality service, solve problems and achieve goals. Working under occasional supervision performs clerical and administrative services for Commercial Loan Officer(s).

• Prioritizes and organizes responsibilities to assure timely completion for all assigned duties.
• Assist commercial bankers and other commercial coordinators with coordination of loan documentation, scanning of loan documentation and sending packages to Loan ops following loan closings, etc. Assist with the follow up of incomplete, incorrect or missing documentation as required by bankers and administrative assistants.
• Creates and types memorandums, letters and other necessary documents for lenders.
• Screens incoming mail and telephone calls and routes as required.
• Establishes and maintains department files and records.
• Prepares manual and computer generated reports.
• Assures that assigned report and/or projects are completed in a timely and efficient manner.
• Provides quality service to commercial loan customers e.g. receives and processes payments, responds to inquiries, etc.
• Other department duties include research, organizing meetings, making reservations and special projects.
• As an integral member of the Commercial Lending Department, this position is also responsible to provide assistance wherever necessary to help the Department and the Bank in achieving their annual goals.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

• High School Diploma plus one (1) year of additional specialized education or equivalent.
• Minimum of one (1) year of working with Commercial Bankers or one (1) year of paralegal experience required
• Typing, PC proficiency (with Microsoft Office Products and loan documentation software).
• Good written and oral communication skills, interpersonal skills, organizational skills.
• Knowledge of loan forms, processes, and procedures with attention to detail.
• Minimum of three (2) years office experience, with at least Two (2) years working with lenders.
• All applicants must be 18 years of age or older.

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

CGS is seeking a Financial Investigator to join our team providing legal support and investigative services to a large federal agency.

CGS brings motivated, highly skilled, and creative people together to solve the government's most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities.

Skills and attributes for success:

• Plans and conducts investigations.
• Performs quantitative, qualitative, or other analysis of relevant facts.
• Prepares the results to support the mission.
• Develops and analyzes evidence that comes from other investigators and law enforcement officers and collects information relating to this evidence or legal matters under consideration from appropriate primary and secondary sources.
• Gathers and analyzes facts including statements, timelines, scientific, or technical data, for the purpose of advancing prosecutorial objectives.
• Establishes and/or verifies relationships among all facts and evidence obtained or presented to confirm the authenticity of documents, corroborate witness statements, and otherwise build proof necessary for successful litigation.
• Provides analysis relevant to violations of federal law, including but not limited to money laundering, wire fraud, mail fraud, bank fraud, health care fraud, procurement fraud, and fraud related to other federal programs.
• Identifies sources of information and multiple variables.
• Conducts asset investigations, verifies employment, and conducts financial analysis to ensure that the target can pay monetary penalties.
• Develops understanding of applicable federal, state, or local law to the extent necessary to make sound decisions on the direction and scope of investigations.
• Devise methods for obtaining, preserving, and presenting evidence to the greatest effect.
• Works with the assigned Paralegals or Legal Assistants, and supervisory attorneys to determine applicable statutory and regulatory law and identify possible violations.
• Performs a variety of ancillary services in direct support of assigned cases and matters.
• Uses electronic databases to identify assets, documents, and other physical evidence.
• Prepares interim and final reports on the progress of investigations.
• Assists in the compilation and analysis of documents and physical evidence, and the creation of charts, graphs, videotapes, and other audio-visual materials for use in motions and at trial.
• Prepares affidavits and testifies in court as required.
• Advises on methods for planning, scheduling, and conducting investigations and identifies any resources that may be required.
• Examines books, ledgers, payroll records, cost reports, billing statements, invoices, correspondence, computer data and other records pertaining to the transactions, events, or allegations under investigation.
• Establishes and verifies relationships among all facts and evidence obtained or presented to confirm the authenticity of documents, corroborate witness statements, and otherwise build proof necessary to successful case resolution.

Qualifications:

• Minimum of four years experience in planning and conducting civil or criminal complex investigations concerning misuse of public, private, or insurance funds.
• Working knowledge of current investigative techniques including the use of commercial databases and other sources of information.
• Must have a valid driver's license.
• U.S. Citizenship and ability to obtain adjudication for the requisite background investigation.
• Ideally, you will also have:
  • Experience in law enforcement.
  • Experience in analyzing, organizing, and presenting a large volume of data using common software programs.
  • Experience in reviewing and understanding financial records.
  • Experience in interviewing potential witnesses.
  • Candidates may receive added consideration if they have previous experience with the United States Army, Department of Homeland Security, or other large federal agency.

Our Commitment:

Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client's specific needs. We are committed to solving the most challenging and dynamic problems.

For the past seven years, we've been growing our government contracting portfolio, and along the way, we've created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.

Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come.

We care about our employees. Therefore, we offer a comprehensive benefits package.

• Health, Dental, and Vision
• Life Insurance
• 401k
• Flexible Spending Account (Health, Dependent Care, and Commuter)
• Paid Time Off and Observance of State/Federal Holidays

Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Join our team and become part of government innovation!

NOTE: This position must be performed in Washington, DC so relocation to Washington, DC will be required.

Recruitment Incentive: Applicants may be eligible for a $75,000 recruitment incentive in accordance with regulatory requirements. Click apply to view full details and eligibility of this recruitment incentive.

At their core, those who join the Secret Service are courageous, intelligent, strong and determined. A diverse team capable of balancing our investigative mission and fulfilling our protective legacy. Proven to be worthy of trust and confidence. Be tomorrow's Secret Service.

Duties

During the course of their careers, Secret Service Police carry out assignments in protection. Duties include:

• Providing protection for The White House Complex, The Vice President's Residence, The Main Treasury Building and Annex, and foreign diplomatic missions and embassies in the Washington, D.C. area.
• Traveling in support of the Presidential, Vice Presidential, and foreign heads of state/government missions.
• Enforcing mandated protective responsibilities as described under Title 18, United States Code, Section 3056A.

Requirements

• U.S. citizenship is required.
• Possess a current valid U.S. driver's license.
• Must be at least 21 years old at the time of application and under 40 at referral. Exceptions may apply for those with current or prior service in federal law enforcement positions covered by special retirement provisions. The Secret Service has determined that age is essential to the performance of this position.
• Carry and use a firearm. Maintaining firearm proficiency is also mandatory.
• Possess uncorrected visual acuity of no worse than 20/100 binocular. Possess corrected visual acuity of 20/20 or better in each eye.
• Hearing loss, as measured by an audiometer, must not exceed 25 decibels (A.S.A. or equivalent I.S.O.) in either ear in the 500, 1000, and 2000 Hz ranges. Applicants must be able to hear the whispered voice at 15 feet with each ear without the use of a hearing aid.
• Submit to a drug test prior to your appointment and random drug testing while you occupy the position.
• Complete 12 weeks of intensive training at the Federal Law Enforcement Training Center (FLETC) in Glynco, GA or Artesia, NM and 17 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD.
• Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.

• 
  
• Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.
  
• Coordinate and process team specific tasks as requested by the business.
  
• Perform quality reviews of other team members completed work and ensure data accuracy.
  
• Work across multiple systems and platforms.
  
• Interface with teams and businesses to resolve on-going issues and answer specific policy questions.
  
• Provide support and work on special projects as requested.
  
• Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.
  
• Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.
  

• 
  
• Bachelor's degree required.
  
• Minimum of 2 years of relevant professional experience.
  
• Proficiency in Microsoft Office, with a strong emphasis on Excel.
  

• 
  
• Candidate must be proactive, enthusiastic and team oriented.
  
• Strong client service orientation with prior work experience in a role handling client outreach.
  
• Ability to remain composed under pressure.
  
• Ability to adapt to new challenges and a fast-changing environment.
  
• Accuracy and attention to detail.
  
• Strong written and verbal communication skills.
  

THE POSITION IN A NUTSHELL - 10k Sign-on Bonus!

Sciens Building Solutions is seeking a Service Manager who is a positive change agent and can drive high customer satisfaction, while leading a service team along with a back-office team to support a business that is experiencing exciting growth. This opportunity is ideal for someone who has experience managing a team in the fire detection, protection, security, and electrical industries and is ready to assume ownership of a Division service management role, while being part of a vibrant national organization.

WHAT YOU’LL BE DOING (and doing well!)

• Manage the service department of assigned Division.
• Supervise, train, and develop all branch associates, including technicians, service coordinators, billing coordinators, and dispatchers.
• Responsible for the scheduling, execution, billing and completion of service, warranty, and emergency jobs.
• Responsible for executing service inspections on time and resolution of system deficiencies.
• Responsible for developing a budget and meeting revenue and gross margin targets.
• Responsible for delivering projects within the original budgeted cost.
• Responsible for executing monthly financial performance analysis. Reports the information in an effective manner to management and takes corrective action as needed.
• Responsible for efficient asset management, such as inventory and company service vehicles.
• Responsible for building a high-performance culture to include annual performance reviews and development initiatives.
• Responsible for manpower planning and allocation.
• Responsible in part for customer satisfaction and cash collections.
• Works closely with the sales and installation teams to support the growth and profitability of the Division.
• Responsible for control and calibration of inspection, measuring, and testing equipment.
• Responsible to ensure all employees embrace our safety culture and comply with all safety initiatives.

WHAT WE LIKE ABOUT YOU

• Two to five years of experience in a service operations manager role within the fire detection, fire protection, security, or electrical environment.
• Ability to effectively communicate to a diverse group of individuals, including company leadership, regional staff, customers, and vendors.
• Strong, positive team builder with leadership ability.
• Knowledge of current fire alarm, clean agent/special hazard fire suppression, security, and electrical systems.
• Strong understanding of Profit and Loss statements and key financial drivers.
• Ability to attract, develop, grow, and retain a team.
• Ability to understand the technical aspects of the product lines and applications as necessary to make informed management decisions.
• Valid driver’s license.
• Must be able to pass a background check and drug screening.
• Able to work independently.
• Excellent organizational, decision-making, and communication skills.
• Proficient in NFPA codes and standards.
• Strong computer skills; proficient at Microsoft Office.
• Knowledge of OSHA safety standards.
• NICET Level II.

WHAT WE’RE BRINGING TO THE TABLE

• Competitive salary based on qualifications.
• Paid time off plan and holidays.
• 401(k) matching.
• Short term and long-term disability.
• Medical, dental, and vision plans with options.
• Life insurance.
• Company cell phone, laptop, and vehicle.
• Professional career development opportunities.

Pay Rate: $75,000- $100,000 annually depending on experience.

The New York State Unified Court System, Appellate Division 3rd Department Mental Hygiene Legal Service is recruiting for one (1) position in the Attorney Series. The position will be filled in one of the following titles and will be dependent on the qualifications and experience of the applicant selected: Associate Attorney, Senior Attorney, or Attorney. This position will be assigned to the Albany Regional Office of the Third Department's Mental Hygiene Legal Service.

Assignment: MHLS attorneys provide legal services and assistance to people residing in mental hygiene facilities, including those operated or licensed by the Office of Mental Health and the Office of People with Developmental Disabilities. MHLS attorneys regularly appear in judicial and administrative proceedings pertaining to the admission, retention, care and treatment of people in mental hygiene facilities under articles 9, 10 and 15 of the Mental Hygiene Law and other related proceedings such as guardianship.

Qualifications:

Associate Attorney: Admission to the New York State Bar and two (2) years of service in the Senior Attorney title; or equivalent legal experience. Base Salary: $110,853

Senior Attorney: Admission to the New York State Bar and two (2) years of service in the Attorney title; or equivalent legal experience. Base Salary: $99,490

Attorney: Admission to the New York State Bar; or Graduation from an accredited law school and admission to the New York State Bar within 18 months of appointment. Base Salary: $84,659

Trial experience is preferred.

A valid driver's license and reliable vehicle are required.

Please view the full employment announcement at: 53604.pdf

This role sits within the Operations team, supporting business functions across the organization and helping ensure processes are executed accurately, efficiently, and in compliance with internal controls. The team partners with multiple internal groups to support operational workflows, manage risk, and maintain the integrity of business operations. The position also supports a digital platform designed to facilitate charitable giving. The team works to enhance the client experience by helping manage grant activity, supporting operational processes, and contributing to the development of tools that allow clients to efficiently direct charitable contributions.

Responsibilities:

• Review and perform due diligence on charitable grant recommendations to ensure compliance with applicable regulations and eligibility requirements.
• Research nonprofit organizations using public and proprietary databases to verify charitable status, financial standing, and organizational documentation.
• Identify potential compliance risks, red flags, or conflicts of interest and escalate complex issues when necessary.
• Communicate with nonprofit organizations and internal stakeholders to gather documentation and clarify information related to grant requests.
• Maintain accurate records of due diligence activities, findings, and communications within internal systems and reporting tools.
• Prepare summaries and reports outlining research findings and compliance reviews.
• Support regulatory and compliance requirements related to charitable giving programs.
• Follow established policies, procedures, and internal controls while contributing to improvements in operational processes.

Requirements:

• Bachelor’s degree required.
• 1–3 years of professional experience, preferably within nonprofit organizations, donor-advised funds, financial services, compliance, or operations.
• Strong research and analytical skills with high attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks in a fast-paced environment.
• Client-service mindset with experience communicating with internal and external stakeholders.
• Proactive, organized, and team-oriented with strong problem-solving skills.

Job Title: Administrative Assistant

Office Address: Cohoes, NY

Pay: $24-25/ hr

Job Summary & Responsibilities:

• Provide administrative support to various advisors & account managers in a dynamic team environment and provide backup team support as needed.

• Maintain and coordinate detailed calendars including internal & external meetings and conference calls, prioritizing meeting requests and related logistics.

• Coordinates logistics for client calls & advisor meetings that include scheduling, teleconference rooms and calendar conflicts on an ongoing basis.

• Coordinate travel arrangements and processes expense reports in a timely manner.

• Handle highly confidential and sensitive client information with the utmost discretion.

• Prepares and distributes department correspondence, memos, letters, reports or other documents as requested.

• Interacts with high level business leaders in a professional and effective manner.

• Organizes and ships materials to clients. Responds and follows up on client requests.

• Supports the onboarding and integration of new hires on team as well as new client accounts, including performing the relevant data entry processes

• Maintains understanding of firm policies and handles certain issues independently.

• Responsible for participation in ad-hoc and general administrative duties including but not limited to copying, scanning, filing, faxing, archiving, inventory ordering, invoice submissions, shipping, mail and check related processing.

Skills & Qualifications:

• Experience supporting high level executives and/or financial advisors in complex environment, preferably in financial services, private sector or government.

• Ability to exercise good judgment and discretion in dealing with confidential material or handling of highly sensitive information.

• Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication.

• Extreme attention to detail and organizational skills, with ability to prioritize tasks.

• Quick learner and self-starter with excellent anticipation skills.

• Pro-active problem solver and independent thinker; ability to follow-up as often as necessary.

• Ability to work well under pressure while maintaining high standards, adapt to unexpected events, prioritize and multi-task in a dynamic but deadline driven environment.

• Highest degree of integrity, professionalism, and diplomacy is required.

• Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required.

• Familiar with expense platforms such as SAP Concur

• Supportive team player with a positive attitude.

• Ideal candidate has at least 5+ years of experience.

Benefits Info

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.