{"schemaVersion":"jobsearcher.job.v1","id":"73acc81f0de8f384dc4f4e49","url":"https://jobsearcher.com/jobs/73acc81f0de8f384dc4f4e49","canonicalUrl":"https://jobsearcher.com/jobs/73acc81f0de8f384dc4f4e49","title":"Administrative / Client Services Assistant","description":"Administrative / Client Services AssistantA well-established financial services firm is seeking a personable, dependable, and professional Administrative / Client Services Assistant to join its team. This is an excellent entry-level opportunity for someone who enjoys working with people, is highly organized, and is eager to learn and grow within a professional financial services environment.Prior financial services or accounting experience is not required. Training will be provided.Our client is looking for the right person and personality first; technical and financial skills can be learned.The most important qualities for this position are personality, professionalism, dependability, and excellent people skills. The ideal candidate is:Responsible, reliable, and dependableOutgoing, friendly, and approachableProfessional and polished in appearance and communicationComfortable interacting with clients and visitors in a professional office settingAn excellent communicator with strong interpersonal skillsOrganized and attentive to detailAble to follow through consistently on assignments and responsibilitiesPositive, enthusiastic, and willing to learnComfortable taking initiative while also following established proceduresSomeone who takes pride in being a dependable member of a teamResponsibilities will include a variety of administrative, clerical, and client-service functions, such as:Greeting and assisting clients and visitors in a professional and welcoming mannerAnswering phones and responding to routine inquiriesProviding administrative and clerical support to the office and teamManaging correspondence, documents, files, and other office materialsAssisting with scheduling and coordinating appointmentsMaintaining an organized and professional office environmentEntering and maintaining information accuratelyFollowing up on administrative tasks and ensuring items are completed on timeAssisting with client-related administrative needsLearning the firm's systems, processes, and financial-services terminologyTaking on additional responsibilities as knowledge and experience developRequired qualifications:Strong communication and interpersonal skillsExcellent customer-service and people skillsProfessional demeanor and presentationStrong organizational and follow-through skillsDependable and responsible work ethicPositive attitude and willingness to learnAbility to work effectively in a fully onsite professional office environmentPreferred, but not required:Prior administrative, clerical, customer service, or office experienceAccounting or bookkeeping knowledgeExperience in financial servicesFamiliarity with office technology and computer systemsNo college degree is required. Training & Growth: This is an entry-level-friendly position, and the company is willing to train the right candidate. You do not need to arrive with extensive financial or technical knowledge. The opportunity offers room for professional growth and increasing responsibility as you learn the business and demonstrate your capabilities. Strong performance and a commitment to the team are recognized and rewarded. Employees who perform well and contribute positively to the team can expect opportunities for additional recognition and bonus compensation.Schedule & Work Environment:Full-timeMondayFriday, 9:00 AM5:00 PM100% onsite this is not a work-from-home positionProfessional financial services office environmentIdeal start date: Approximately November 1, 2026.","company":"Redshift","rawCompany":"redshift","city":"Poughkeepsie","state":"NY","isRemote":false,"isActive":false,"createdAt":"2026-10-10T12:09:02.510Z","occupations":[{"code":"43-6014.00","title":"Secretaries and Administrative Assistants, Except Legal, Medical, and Executive","slug":"secretaries-and-administrative-assistants-except-legal-medical-and-executive"},{"code":"43-9061.00","title":"Office Clerks, General","slug":"office-clerks-general"},{"code":"43-9199.00","title":"Office and Administrative Support Workers, All Other","slug":"office-and-administrative-support-workers-all-other"}],"industries":[{"code":"561110","title":"Office Administrative Services","slug":"office-administrative-services"},{"code":"561499","title":"All Other Business Support Services","slug":"all-other-business-support-services"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Administrative / Client Services Assistant","description":"Administrative / Client Services AssistantA well-established financial services firm is seeking a personable, dependable, and professional Administrative / Client Services Assistant to join its team. This is an excellent entry-level opportunity for someone who enjoys working with people, is highly organized, and is eager to learn and grow within a professional financial services environment.Prior financial services or accounting experience is not required. Training will be provided.Our client is looking for the right person and personality first; technical and financial skills can be learned.The most important qualities for this position are personality, professionalism, dependability, and excellent people skills. The ideal candidate is:Responsible, reliable, and dependableOutgoing, friendly, and approachableProfessional and polished in appearance and communicationComfortable interacting with clients and visitors in a professional office settingAn excellent communicator with strong interpersonal skillsOrganized and attentive to detailAble to follow through consistently on assignments and responsibilitiesPositive, enthusiastic, and willing to learnComfortable taking initiative while also following established proceduresSomeone who takes pride in being a dependable member of a teamResponsibilities will include a variety of administrative, clerical, and client-service functions, such as:Greeting and assisting clients and visitors in a professional and welcoming mannerAnswering phones and responding to routine inquiriesProviding administrative and clerical support to the office and teamManaging correspondence, documents, files, and other office materialsAssisting with scheduling and coordinating appointmentsMaintaining an organized and professional office environmentEntering and maintaining information accuratelyFollowing up on administrative tasks and ensuring items are completed on timeAssisting with client-related administrative needsLearning the firm's systems, processes, and financial-services terminologyTaking on additional responsibilities as knowledge and experience developRequired qualifications:Strong communication and interpersonal skillsExcellent customer-service and people skillsProfessional demeanor and presentationStrong organizational and follow-through skillsDependable and responsible work ethicPositive attitude and willingness to learnAbility to work effectively in a fully onsite professional office environmentPreferred, but not required:Prior administrative, clerical, customer service, or office experienceAccounting or bookkeeping knowledgeExperience in financial servicesFamiliarity with office technology and computer systemsNo college degree is required. Training & Growth: This is an entry-level-friendly position, and the company is willing to train the right candidate. You do not need to arrive with extensive financial or technical knowledge. The opportunity offers room for professional growth and increasing responsibility as you learn the business and demonstrate your capabilities. Strong performance and a commitment to the team are recognized and rewarded. Employees who perform well and contribute positively to the team can expect opportunities for additional recognition and bonus compensation.Schedule & Work Environment:Full-timeMondayFriday, 9:00 AM5:00 PM100% onsite this is not a work-from-home positionProfessional financial services office environmentIdeal start date: Approximately November 1, 2026.","datePosted":"2026-10-10T12:09:02.510Z","dateModified":"2026-10-10T12:09:02.510Z","hiringOrganization":{"@type":"Organization","name":"Redshift","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Poughkeepsie","addressRegion":"NY","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"73acc81f0de8f384dc4f4e49"},"url":"https://jobsearcher.com/jobs/73acc81f0de8f384dc4f4e49"}}