What are the responsibilities and job description for the Financial Services Associate position at Bryant Asset Management?
Job Overview
Financial Services Associate/Receptionist (Slingerlands)
Growing financial services firm seeks an energetic full-time addition to its client support team: The position provides administrative support to four advisors, as well as direct client support. This is an entry-level in-office position. This position requires a candidate with strong interpersonal and multi-tasking skills, initiative, flexibility, a quick learning curve, extreme detail orientation, and a can-do attitude. The ideal candidate will have two years of office experience or a business degree (preferably in finance, business administration, or marketing) or related experience. Must be highly computer literate with advanced MS Office (esp. Excel & Word) and a good working knowledge of computer systems. This is an excellent career opportunity with a well-established and respected locally-owned company in Slingerlands. Salary and benefits are competitive and negotiable.
Responsibilities
- Answer the phones in a professional and courteous manner
- Possess a positive attitude and a pleasant demeanor
- Greet clients and handle their immediate needs
- Assist with projects
- Accept deliveries and incoming faxes
- Help with client mailings
- Schedule meetings for advisors
- Help prepare for client meetings
- Support marketing coordinator with company marketing efforts
Experience
- Excellent telephone skills
- One to three years of office experience
- Strong work ethic
- Demonstrated ability to work in fast-paced environment
Join us as a Financial Services Associate where you will contribute to our mission of delivering exceptional financial services while developing your career in the finance industry.
Job Type: Full-time
Pay: $30,000.00 - $40,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Physical Setting:
- Office
Schedule:
- Day shift
- Monday to Friday
Ability to Relocate:
- Slingerlands, NY 12159: Relocate before starting work (Required)
Work Location: In person
Salary : $30,000 - $40,000