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Advisor Administrative Assistant at Research Foundation of The City University of New York - ApplyBlast

Advisor Administrative Assistant

Research Foundation of The City University of New York

3 hours ago

St Louis, Missouri, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Advisor Administrative Assistant manages systems for client servicing and onboarding to support efficient operations for both current and expanding client bases. This role works directly with a Financial Advisor to assist with daily work routines, including scheduling appointments, preparing account summaries, and handling client communications. The position involves using various financial software systems to compile data reports, analyze portfolio allocations, and complete trades as instructed.

Responsibilities

Manage client onboarding and servicing systems for efficient operations
Prepare account summaries and portfolio analysis for client review meetings
Compile and verify data reports using financial systems and software

Skills

About Research Foundation of The City University of New York

rfcuny.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1963

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The Research Foundation of The City University of New York (RFCUNY) is a nonprofit organization that supports the research, education, and public service missions of The City University of New York. It provides grant administration, payroll, finance, and operational support for sponsored programs and projects across CUNY's campuses and institutes.