Administrative Assistant-Financial Industry

New York Financial Partners Inc; Jericho (NY); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Competitive Compensation

Paid Time Off

Career Growth Opportunities

Job summary

New York Financial Partners Inc is seeking a motivated and outgoing Administrative Assistant for a busy financial firm in Jericho, NY. The role requires supporting Financial Advisors and managing partners, with responsibilities such as answering phone calls, scheduling appointments, and maintaining an organized filing system.

The ideal candidate should possess strong organizational and communication skills along with proficiency in Microsoft Office. This is a full-time, on-site position with competitive compensation and opportunities for career growth.

Qualifications

• High school diploma/GED required.
• Previous experience in the financial industry is preferred.
• Familiarity with standard office equipment.

Responsibilities

• Answer incoming phone calls and route them appropriately.
• Schedule appointments and maintain a calendar.
• Organize meetings and take accurate minutes.
• Write emails, memos, and letters as required.
• Maintain an organized filing system.

Skills

Strong communication

Organizational skills

Computer skills

Financial knowledge

Education

High school diploma/GED

Associate’s degree or administrative training

Tools

Microsoft Word

Outlook

PowerPoint

Job description

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.

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