Administrative Assistant (at Prudential Advisors)

Brooklyn Chamber of Commerce; New York (NY); Remote; USD 10,000 - 60,000; Part time

Job summary

A leading company in the financial sector is seeking a detail-oriented Administrative Assistant to support a Financial Advisor. This part-time, remote role offers flexibility and requires exceptional organizational skills and proficiency in Microsoft Office. The candidate will manage client interactions, appointments, and sensitive information.

Qualifications

• Must have a personal computer.
• Proficient with Microsoft Office applications.
• Excellent organizational and multitasking abilities.

Responsibilities

• Act as the point of contact for clients and inquiries.
• Manage client meetings and the Financial Advisor's calendar.
• Handle communication on behalf of the Financial Advisor.

Skills

Organizational skills

Time-management skills

Professional communication skills

Attention to detail

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Compensation: $17/hr

Remote part-time role, flexible workday schedule to be discussed (6-10 hours a week)

Company

Prudential Advisors offers life insurance, annuities, investments and retirement strategies for clients and advisors. (prudential.com)

Seeking a highly organized and detail-oriented Administrative Assistant to support a Financial Advisor.

Responsibilities

• Act as the point of contact for clients, inquiries, and follow-up
• Manage client meetings, appointments, and events
• Manage Financial Advisor’s calendar and follow-up reminders
• Handle phone calls and emails on behalf of the Financial Advisor
• Maintain records and documentation, handling sensitive client information
  
  

Qualifications

• Need to have personal computer
• Proficient with Microsoft Word and Excel; PowerPoint is a plus
• Reliable, excellent organizational and time-management skills
• Professional communication skills
• Ability to multitask and prioritize responsibilities effectively
• Attention to detail
  
  

Good Help Post: Good Help is a no-cost initial recruiting service that promotes active job openings on behalf of employers in Brooklyn. This is a Good Help job post and not for direct hire at the Brooklyn Chamber of Commerce.