Administrative Professional

Posted: 08/11/17 | SHARE:


With a rich 40-year history in the areas of financial planning, education and investment services, Ayco develops and assists in implementing holistic financial solutions to help our clients achieve their goals. We believe in the power of human relationships to drive action, and a career with Ayco offers an opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and believe in creating many paths of opportunity. Through our supportive, diverse and innovative environment, Ayco is committed to the success of our associates. 


Our Family Office approach creates a culture of individualized, results-driven financial management and integration for our clients and their families. Our teams work with an average of 8-12 clients. We are able to provide resources at the highest level of service to help save clients’ time and money. 


  • Supporting a large team in a fast-paced environment
  • Communicating directly with high net-worth and executive-level clients
  • Maintaining client database and preparing reports
  • Preparing confidential correspondence
  • Coordinating calendars and arranging travel
  • Scanning and filing of client materials 


  • Three years of administrative experience working with executives and supporting multiple people 
  • Working knowledge of certain Microsoft products including Word, Excel, Windows, PowerPoint, and Outlook 
  • Ability to type 55 wpm 
  • Ability to multi-task 
  • Detail-oriented 
  • Excellent organizational skills 
  • Flexible 
  • Superior written and verbal communication skills

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