Star Client Manager/Administrative Assistant (Full-Time | In-Person | Career Opportunity)
Location: Cortland, NY / Vestal, NY
Pay: $25.00-28.00 per hour
Expected Hours: 40 per week
Schedule: Monday – Friday, 8-hour shifts
Please Read Before Applying:
We are seeking career-driven, long-term employees who are committed to growth and professionalism. This is not a short-term job or transitional role. If you're passionate about building a career in a stable, professional environment with advancement opportunities—keep reading.
Who We Are:
We are an independent financial advising firm with 2 highly skilled Veteran Brokers, offering investment, insurance, and retirement services. With offices in Cortland and Vestal, NY, we pride ourselves on a relaxed, supportive culture that never compromises on professional standards or client care.
What We're Looking For:
A highly motivated, organized, detail-oriented Administrative Assistant to be the right hand to a financial planner. This is a fast-paced, regulated role requiring self-discipline and strong customer service skills.
Key Responsibilities:
· Provide excellent client service and support via phone, email, letter and in person visits
· Generate client portfolio reports and maintain account records
· Open accounts, manage transfers, handle wires and money movements
· Draft correspondence and handle inbound client calls
· Maintain office organization, cleanliness, and presentation
· Anticipate advisor needs and proactively handle tasks
· Suggest improvements to systems and office processes
· Coordinate holiday/thank-you cards and gifts
· Occasionally travel between Cortland and Vestal (mileage reimbursed)
Qualifications:
· 5+ years of experience in customer service and administrative roles (required)
· Bachelor’s degree (required)
· Strong knowledge of financial/investment services and terminology
· Highly proficient with computers, internet navigation, and new software
· Excellent multitasking and time management skills
· Strong written and verbal communication
· Committed to client care and professional ethics
· Able to work independently while following direction
· Must provide 3 professional references
Benefits:
· 401(k)
· Health, Dental, and Vision Insurance
· Paid Time Off
· Employee Discounts
· Professional Development Assistance
· Retirement Plan
Ready to take your career to the next level? If you're reliable, organized, and eager to grow within a financial services firm that values your contributions, apply today.
Job Type: Full-time
Pay: $25.17 - $28.06 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Dental insurance
- Employee discount
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental Pay:
- Bonus opportunities
- Performance bonus
- Yearly bonus
Work Location: In person