Financial Assistant job vacancy in Cudlipp Financial Services, Inc. – Jobs in New York

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We got a new job details in Cudlipp Financial Services, Inc. & they are Hiring Candidates for Financial Assistant

Job Details
Company Name :
Cudlipp Financial Services, Inc.
Company Location :
Pittsford, NY 14534
Job Position :
Financial Assistant
Job Category :
Jobs in New York

Job Description :
Financial Assistant
Job Title: Financial AssistantBeginning: As soon as possibleStatus: Full-time Reports To: President, Assistant(s)
Summary of Essential Duties This team member is responsible for supporting firm business development efforts through the implementation of the firm’s values and expectations. Additionally, this person supports the client experience through direct client interaction. This person is highly creative, an excellent communicator in both written and verbal forms, demonstrates a positive can-do attitude, enthusiasm and a strong aptitude for learning. Organization skills and attention to detail are critical. Additionally, this team member is responsible for the completion of the essential duties and responsibilities outlined below:

Support high client satisfaction through excellent customer service, prompt follow-up with client issues and proactive problem solving

General Administrative

Prepare files for meetings & complete actionable items post meeting
Prepare and process paperwork
Manage tasks & workflows in different systems
Handle client service requests

Knowledge, Skills & Attributes

Exceptional organizational skills; ability to multi-task and meet deadlines
Highly competent computer skills, advanced knowledge of Microsoft Office Suite
Exceptional oral, written and interpersonal communication skills
Professional appearance and demeanor
Energetic, eager to learn and willing to cooperate

Job Type: Full-time
Pay: $45,000.00 – $60,000.00 per year

Health insurance
Paid time off
Retirement plan

Physical Setting:



Monday to Friday

Supplemental Pay:

Bonus pay

Work Location: One location

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