Administrative Assistant-Financial Industry

New York Financial Partners Inc; New York (NY); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive Compensation

Paid Time Off

Career Growth Opportunities

Job summary

New York Financial Partners Inc. is seeking an Administrative Assistant to support clients, Financial Advisors and managing partners in a busy in-office environment.

The role requires strong communication, computer and organizational skills, with financial/broker dealer knowledge preferred. Responsibilities include answering phones, scheduling, planning meetings, filing, processing paperwork, and maintaining office procedures.

Qualifications

• High school diploma or GED required; associate's degree or administrative training preferred.
• Previous experience as an Administrative Assistant in the financial industry is beneficial.
• Familiarity with standard office equipment such as printers and fax machines.
• Excellent computer skills, including Microsoft Word, Outlook and PowerPoint.
• Highly organized with strong time management and ability to prioritize projects.

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.

Skills

Time management

Written and verbal communication

Organizational skills

Financial industry knowledge

Education

High school diploma or GED

Associate's degree or administrative training

Tools

Microsoft Word

Outlook

PowerPoint

Job description

Job Description

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.

Benefits/Perks

• Competitive Compensation
• Paid Time Off
• Career Growth Opportunities

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