Description:Why Join Marshall+Sterling?As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.This role is based in our Poughkeepsie Office.Support our wealth advisors and operations team to ensure an exceptional client experience. This position offers growth potential into a Client Service Specialist role and plays a key part in driving operational excellence and client satisfaction.
Coordinate calendars, schedule meetings, and serve as a welcoming point of contact for clients.
Prepare reports, meeting materials, and basic client paperwork for account maintenance and money movement.
Ensure smooth daily office operations, including supplies, mail handling, and vendor coordination.
Manage emails, scanning, digital filing, and other clerical duties to support an organized and efficient workflow.
Collaborate on special projects and assist with operational improvements and process automation.
Uphold confidentiality, compliance policies, and E&O risk protocols in all work.
Foster a positive, professional work environment with staff and clients alike.
Requirements:
Proficiency with AI tools, task management systems, CRM systems (Redtail preferred), and Microsoft Office.
Detail-oriented, able to juggle multiple priorities, and motivated to contribute to team goals.
Demonstrated integrity, discretion, and adherence to regulatory guidelines.
Bachelor's degree or 2+ years of equivalent experience administrative, ideally in finance or wealth management.
Total Rewards Package:Compensation: $37,500 - $42,500, based on experience, education, and work location.Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!Employee Stock Ownership ProgramAs a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable?
Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success.
Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success.
No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.
For more information on our culture and benefits, please visit us at : Careers - Marshall+SterlingMS24Compensation details: 0 Yearly SalaryPI3b41bae801b1-2190