We are looking for a dedicated and detail-oriented Receptionist to join our team on a contract basis in Cohoes, New York. In this role, you will be responsible for managing front desk operations, ensuring smooth communication, and providing vital administrative support to the organization. The ideal candidate will thrive in a dynamic environment and excel at multitasking while maintaining accuracy and confidentiality.<br><br>Responsibilities:<br>• Welcome and guide visitors, ensuring a positive and detail-oriented first impression.<br>• Manage incoming and outgoing packages through courier services efficiently.<br>• Maintain accurate logs of visitors and calls, and issue security passes or badges as needed.<br>• Oversee scheduling and equipment preparation for the boardroom.<br>• Provide general administrative support, including typing, filing, photocopying, preparing mailers, and binding documents.<br>• Ensure the reception area remains organized and presentable at all times.<br>• Handle inquiries and information requests promptly and accurately.<br>• Collaborate with team members to complete clerical tasks and support daily operations.<br>• Assist in maintaining confidentiality and organization of sensitive information.<br>• Utilize computer applications to complete tasks, including Microsoft Word, Excel, and PowerPoint.
We are looking for a detail-oriented Data Entry Clerk to join our team in Pittsfield, Massachusetts. This role requires someone who excels in accuracy, organization, and efficiency while handling high volumes of information. As a Long-term Contract position, this opportunity offers stability and the potential for growth within a dynamic and supportive environment.<br><br>Responsibilities:<br>• Accurately input and update data into various systems and databases, ensuring consistent accuracy and attention to detail.<br>• Respond to inbound calls from customers, addressing inquiries related to bank accounts, payments, and online banking services.<br>• Assist customers with issues such as resetting online banking credentials, setting up e-statements, and processing check orders.<br>• Investigate and resolve customer complaints, escalating complex issues to the appropriate department when necessary.<br>• Compile and file reports related to unauthorized electronic activities on customer accounts.<br>• Cross-sell and refer banking products and services to customers to meet their needs and strengthen relationships.<br>• Maintain compliance with banking regulations, policies, and procedures to ensure ethical standards are upheld.<br>• Provide backup support to senior team members, assisting with the mentorship and training of new hires.<br>• Prepare correspondence and documentation to support customer resolutions and ensure smooth communication.<br>• Participate in bank initiatives and sales campaigns to promote services and drive engagement.
We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial planning, including retirement strategies, tax considerations, and estate management. The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals.<br><br>Responsibilities:<br>• Develop detailed financial plans tailored to client needs, including retirement strategies, tax optimization, and estate planning.<br>• Conduct thorough financial analyses and prepare reports, projections, and recommendations.<br>• Collaborate directly with clients to understand their financial objectives and provide personalized solutions.<br>• Create estate flowcharts and other visual aids to simplify complex financial concepts.<br>• Manage some aspects of investment portfolios, ensuring alignment with client goals and risk tolerance.<br>• Offer financial counseling and advice to support clients in making informed decisions.<br>• Utilize computer systems and tools to efficiently manage data and client information.<br>• Handle inside sales activities to promote financial services and expand client relationships.<br>• Provide remote assistance and virtual consultations to clients as needed.