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John G. Ullman & Associates, Inc. is seeking an Administrative Assistant to join our Corporate Services Team on a part-time on call basis.
The Role:
This position is part-time, on call, to cover planned vacations, sickness (planned or unplanned as available). The Administrative Assistant will be part of a three-person team which collectively provides receptionist and administrative support for the Corporation. Working from both the Big Flats and Corning Offices, the Administrative Assistant will greet visitors, clients and staff; answer, announce, and transfer incoming calls and/or take and deliver messages to appropriate parties; keep conference rooms and the reception areas neat and tidy; and maintain the beverage areas. In addition to the receptionist duties, the Administrative Assistant will receive mail and deliveries; prepare mail and packages for pick-up; coordinate and schedule conference rooms for client meetings; prepare labels and envelopes for special mailings; stock forms and supplies; update the firm’s intranet calendar; enter information into the firm’s informational database systems; run special reports; prepare letters and documents for clients as requested; provide Notary services; and provide support in preparing information used during the tax preparation process.
Qualifications:
Perks & Benefits:
Projected Hiring Range:
$19.00 per hour
About Us:
John G. Ullman & Associates is a wealth management firm committed to bringing human connection, attention to detail and trust to every aspect of financial planning. For over 40 years, we have helped clients plan for a lifetime of financial security, creating highly customized financial plans to manage, grow, and protect our client’s wealth. Our team has grown to include a diverse group of expert financial planners, tax professionals, investment researchers, legal professionals and support staff in three separate New York State Locations; including our headquarters located in Horseheads, NY; and branch offices located in Corning, NY, Charlotte, NC and Rhinebeck, NY.
To Apply:
If you are interested in applying please fill in form below or a letter of interest and resume to Stephany Achterberg at achterbergs@jgua.com.
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