<p>Looking for a role where you can stay busy, make an impact, and be part of a small, professional team?</p><p><br></p><p>We're partnering with a reuputable, growing tax and financial services firm in the Capital Region seeking a friendly, organized, and detail-oriented Office Manager to support their team. This is a great opportunity for someone who enjoys helping people, keeping things organized, and working in a professional office environment where no two days are exactly the same.</p><p><br></p><p>If you're looking for an opportunity to learn the ins and outs of financial advising and tax support while building strong client relationships and keeping a busy office running smoothly, we'd love to talk with you!</p><p><br></p><p>What You'll Be Doing:</p><ul><li>Welcome clients and provide a positive, professional experience in person, over the phone, and through email</li><li>Schedule appointments and manage calendars</li><li>Organize and maintain client files, records, and documentation</li><li>Assist with assembling tax returns, financial reports, and supporting paperwork</li><li>Collect client information, signatures, and required documentation</li><li>Scan, copy, file, and manage electronic documents</li><li>Process incoming and outgoing mail and correspondence</li><li>Assist with light bookkeeping, billing, payments, and deposits</li><li>Support tax preparers and financial professionals with administrative and client service tasks</li><li>Help keep the office running smoothly during busy tax-season periods</li></ul><p>What We're Looking For:</p><ul><li>Previous administrative, office support, customer service, or receptionist experience</li><li>Strong attention to detail and organizational skills</li><li>Comfortable using Microsoft Word, Excel, and Outlook</li><li>Excellent communication and people skills</li><li>Ability to maintain confidentiality and professionalism</li><li>Experience in a tax office, accounting firm, financial services office, or bookkeeping environment is a plus</li><li>Positive attitude and willingness to jump in where needed</li></ul><p>Why You'll Love It Here:</p><ul><li>Friendly, supportive team environment</li><li>Stable full-time schedule</li><li>Opportunity to learn and grow within the financial services industry</li><li>Variety in your day and meaningful client interaction</li><li>Additional hours available during busy tax season</li></ul><p>Interested in learning more?</p><p>Apply today and contact Mary Christman or Kara Lyon at 518-462-1430 if you're looking for a professional office role where strong organization, customer service, and attention to detail make a difference every day! </p><p><br></p><p>We look forward to speaking with you soon!</p>
<p>We are looking for a <strong>Project Administrative Assistan</strong>t to support client engagements, project planning, scheduling, communications, and administrative operations <strong>onsite in Troy, NY</strong> for a consulting company. This contract role is ideal for a highly organized professional who can manage multiple priorities, coordinate with clients and consultants, develop polished written communications, and ensure projects stay on track from planning through execution.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p><strong>Project & Meeting Coordination</strong></p><ul><li>Coordinate scheduling between clients, consultants, and internal team members.</li><li>Manage calendars, meeting invitations, scheduling conflicts, and availability across multiple stakeholders and time zones.</li><li>Organize and coordinate virtual and in-person meetings, including logistics and meeting materials.</li><li>Draft, maintain, and distribute meeting agendas and Standard Work Agendas (SWAs).</li><li>Track action items and ensure timely follow-up with clients and consulting teams.</li><li>Communicate meeting changes, reminders, and updates to all relevant parties.</li></ul><p><strong>Client Relationship & Communication Management</strong></p><ul><li>Serve as a primary point of contact between clients, consultants, and internal team members.</li><li>Support ongoing client relationships by ensuring effective communication and responsiveness.</li><li>Coordinate client check-ins and follow-up communications.</li><li>Manage the flow of information between all stakeholders to ensure projects remain on track.</li><li>Help reinforce a consistent, professional client experience and brand presence.</li></ul><p><strong>Strategy & Administrative Support</strong></p><ul><li>Assist in drafting Statements of Work (SOWs) based on client discussions and project needs.</li><li>Coordinate internal strategy meetings and track project progress through completion.</li><li>Collaborate with finance and leadership teams on project budgets and resource planning.</li><li>Manage document workflows through review, approval, and distribution processes.</li><li>Maintain communication with consultants regarding project opportunities and availability.</li><li>Prepare, edit, and proofread professional documents, presentations, and communications.</li></ul><p><strong>Project Planning & Execution</strong></p><ul><li>Develop project timelines, track deliverables, and ensure deadlines are met.</li><li>Coordinate internal design and planning meetings to support successful project delivery.</li><li>Monitor multiple projects simultaneously and proactively identify potential issues or delays.</li><li>Support process improvement initiatives and help maintain organizational standards and best practices.</li></ul>