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Job Description
Who We Are Taconic Advisors, Inc. is a growing, fee-only financial planning firm headquartered in New York's beautiful Hudson River Valley. For over two decades, we have delivered high-quality, comprehensive financial planning built on integrity, transparency, and a team-first culture. What We Believ e
Transparent:
We act with honesty, transparency, and integrity.
Balanced:
We work hard, and we enjoy life.
Empowering:
We empower the people around us.
Evolving:
We are lifetime learners and we are always improving.
Collaborative:
We work as a team and partner with our clients to get things done together.
Rewarding:
We help our colleagues and our clients achieve real goals, and we celebrate success. Your Role As our Operations and Administrative Assistant, you will be an essential member of our team—helping ensure that our back-office runs smoothly and efficiently. This role is being created to provide dedicated administrative and operational support to our Executive Assistant, Operations Manager, and advisory team. By taking ownership of key administrative and recurring operational tasks, you will help create capacity for strategic projects, firm initiatives, and continued growth. This role is ideal for someone who is detail-oriented, enjoys helping others, and takes pride in creating structure and clarity. This will be a hybrid position, with the expectation that you will work 2-3 days per week in the Saugerties office. Occasional travel (1-2x per year) may be required for team events or trainings. What You Bring A love for organization and structure. A calm, professional demeanor, and team-oriented mindset. The ability to handle multiple priorities with accuracy and care. Curiosity and willingness to learn in a collaborative environment. A genuine interest in supporting others and contributing to a positive client experience. Willingness to help in a small business setting with a hands-on mindset—whether supporting client interactions, handling administrative tasks. A "no job is too small" attitude.
Key Responsibilities Administrative Support:
Assist with answering the phones, scheduling appointments, and general administrative tasks. Gather client documents and update client records. Help organize and maintain digital files. Provide general administrative support for the paraplanning and advisory teams. Manage large data sets, run reports, and keep our CRM up to date. Support the Chief Compliance Officer (CCO) in maintaining accurate documentation, internal records, and reporting processes. Work with the Executive Assistant to help coordinate team gatherings, celebrations, and initiatives that reinforce a positive, inclusive, and collaborative workplace culture.
Business Operations Assistance:
Assist the Operations Manager with vendor relations including technology support, coordinating tickets with vendors or other time-sensitive issues. Coordinate updates in client billing and reporting with our investment team. Assist with broader projects and initiatives as the company evolves. Identify and implement process improvements that support efficiency and elevate service quality. Assist with the quarterly retainer fee collection process. Support the Operations Manager in managing the day-to-day bookkeeping. Qualifications Associates degree required, Bachelor's degree preferred. Minimum 2-5 years of experience in operations or administrative work—ideally in financial services industry. Proficient in the full Microsoft Office Suite, including Outlook, Excel, Teams, Word, and PowerPoint. Experience with QuickBooks and cloud-based operational tools a plus. Strong organizational, interpersonal, and critical thinking skills. Comfort using and learning new technology platforms (experience with CRMs or workflow systems a plus). Excellent written and verbal communication skills. Work Environment & Culture Hybrid position (Monday-Friday, 9:00AM-5:00 PM). Supportive, team-oriented culture that values professionalism and kindness. Established processes, transparent communication, and a shared commitment to doing great work together. Compensation & Benefits Competitive salary commensurate with experience 401(k) plan with employer contribution Group health plan options Open vacation policy Annual performance-based bonus Flexible work environment Professional development support How to Apply Please send your resume and a short cover letter describing your interest in the role. If you have any questions, please contact Cathy Thiele, Executive Assistant at cthiele@taconicadvisors.com
Pay:
$65,000.00 - $80,000.00 per year
Benefits:
401(k) Flexible schedule Health insurance Paid time off Professional development assistance
