Administrative Assistant-Financial Industry
Full Time • Jericho
Benefits/Perks
- Competitive Compensation
- Paid Time Off
- Career Growth Opportunities
Job Summary
We are seeking a motivated and outgoing Administrative Assistant to join our team for a busy, growing financial firm. You will be required to support clients, Financial Advisors and the managing partners. Strong communication, computer and organizational skills are a must and financial/broker dealer knowledge is preferred. This is a full time position in the office.
Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, filing, processing paperwork, placing various office orders etc . The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.
Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, filing, processing paperwork, placing various office orders etc . The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.
Responsibilities
- Answer incoming phone calls and route them to the appropriate person
- Schedule appointments and maintain a calendar
- Organize meetings and take accurate minutes
- Write emails, memos, and letters and distribute them appropriately
- Maintain an organized filing system
- Develop, update, and maintain relevant office procedures
Qualifications
- High school diploma/GED required, Associate’s degree or administrative training is preferred
- Previous experience as an Administrative Assistant ideally in the financial industry
- Familiarity with standard office equipment such as printers and fax machines
- Excellent computer skills and knowledge of Microsoft Word, Outlook, and PowerPoint
- Highly organized with excellent time management skills and the ability to prioritize projects
Compensation: $50,000.00 per year
How We Work
Our Financial Advisors display the utmost professionalism with clients. As Independent Advisors, we do not have proprietary products and we are not owned by a bank. We are able to tailor advice based on our extensive expertise, acting in the clients’ best interests for long- term financial well-being. We build trusting relationships, stay updated on industry trends, and uphold ethical standards, prioritizing client success.
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