Financial Administrative Associate Trainee

Financial Administrative Associate Trainee Rochester, NY 14623 $40,000

• $52,000 a year
• Full-time $40,000
• $52,000 a year
• Full-time The Financial Administrative Assistant enhances the client experience by delivering exceptional service, supporting branch operations, and providing administrative and operational support to Financial Advisors.

This is an entry-level professional role with room for growth within the firm , ideal for candidates early in their careers. This role requires a strong understanding of firm policies, procedures, and digital capabilities to effectively support advisor teams and interact with both new and existing clients. The ideal candidate is organized, professional, detail-oriented, and capable of managing multiple responsibilities in a fast-paced office environment.

• Recent college graduates are encouraged to apply
• English Majors Encouraged to apply
• Duties and Responsibilities Perform general administrative duties, including answering phones, preparing conference rooms, and organizing meeting materials Prepare, print, and organize client meeting documents and internal reports Support Financial Advisors by assisting with client relationship management and administrative tasks Assist with account opening documentation and related paperwork Maintain accurate client records and internal documentation Help Financial Advisors stay on track toward monthly business goals Participate in client account review meetings and face-to-face client service meetings as needed Provide consistent, professional client service both in person and over the phone

Education, Experience, Knowledge, and SkillsEducation & Experience Required:

Four-year college degree in Finance, Marketing, Accounting, or Mathematics Knowledge & Skills If you have a photographic memory to above average recollection of details and ability to multitask you will excel at this position are strongly encourage to apply. Highly detail-oriented with strong organizational and time management skills Exceptional written and verbal communication abilities Strong interpersonal and client service skills Proficient with Microsoft Office, including Word and spreadsheet applications Ability to multitask, prioritize responsibilities, and meet deadlines Comfortable working independently while contributing to a close-knit team Adaptable and able to thrive in a fast-paced, evolving environment What We Offer Competitive salary based on experience Professional, structured office environment Hands-on training and exposure to financial services operations Clear opportunity for long-term growth and advancement within the firm Direct collaboration with experienced Financial Advisors Schedule Monday-Friday 8:00 AM

• 4:30 PM In-office position How to Apply Submit your resume through Indeed.

Qualified candidates will be contacted for an interview.

Job Type:

Full-time Pay:

$40,000.00

• $52,000.

00 per year

Benefits:

401(k) 401(k) matching Paid time off

Work Location:

In person