Financial Services Assistants / 56232
DewittNY Direct Hire $40,000.00 - $60,000.00

We are seeking Full Time and Part Time Financial Services Assistants in the Syracuse, NY area. In this role, you will be responsible for interacting with brokerage clients, and assisting with new and existing clients.

Key duties include:

  • Work directly with clients who visit the office as well as over the phone
  • Handle information requests, financial statements, and other portfolio activities
  • Answer phone calls, and greet clients
  • Other executive administration duties as needed

Qualifications include:

  • 3+ years of executive assistant experience
  • Solid Excel skills and MS office experience required
  • Detail-oriented team player with outstanding people skills
  • Past brokerage experience a plus, but not required.

If you are looking to join a growing team and work in a beautiful office environment with fun perks and job stability, please submit your resume to:

CPS Recruitment is an EOE.