Administrative Sales Support – Syosset, NY

David Lerner Associates, Inc.; Syosset (NY); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Employee assistance program

Employee discount

Flexible spending account

Health insurance

Life insurance

Paid time off

Referral program

Vision insurance

Job summary

David Lerner Associates, Inc. in Syosset, NY is seeking a full-time Sales Assistant to support investors, handle trade entries, prepare client paperwork and presentations, and coordinate seminars. The role offers an in-person 35-hour workweek with a supportive team and clear path to licensing assistance.

You will liaise between clients, brokers, and operations to resolve questions quickly and provide excellent service. This position includes comprehensive benefits and room for career growth.

Qualifications

• A strong administrative background with Microsoft Office proficiency, especially Word & Outlook.
• Great communication and organizational skills.
• Ability to juggle multiple priorities in a busy office without missing a beat.
• Current Series 7 and 63 license is a plus; company supports licensure in first months.

Responsibilities

• Answering phones and providing friendly, professional service to investors.
• Assisting with trade entries and verifying activity.
• Preparing client paperwork and presentations.
• Coordinating seminars and attending occasionally (one evening every 6–8 weeks).
• Liaising between clients, brokers, and operations to resolve questions quickly.

Skills

Communication

Organization

Multitasking

Customer service

Tools

Microsoft Office

Outlook

Word

Job description

David Lerner Associates is looking for a full-time Sales Assistant to join our Syosset, NY branch. If you enjoy helping people, thrive in a support role, and want to explore a career in the financial services industry, this might be the perfect next step for you!

What You’ll Do

• Answering phones and providing friendly, professional service to investors
• Assisting with trade entries and verifying activity
• Preparing client paperwork and presentations
• Coordinating seminars and occasionally attending (just one evening every 6–8 weeks!)
• Liaising between clients, brokers, and operations to resolve questions quickly

What We’re Looking For

• A strong administrative background (Microsoft Office whiz, especially Word & Outlook)
• Great communication and organizational skills
• Someone who can juggle multiple priorities in a busy office without missing a beat
• A current Series 7 and 63 license is a big plus — but if you don’t have them yet, we’ll support you in getting licensed within your first few months

Why Join Us

We believe in investing in our people as much as we invest for our clients. Here’s what you’ll enjoy:

• Competitive salary (licensed candidates start higher)
• Successful Sales Assistants typically earn $60k+ annually
• A 35-hour workweek (Monday–Friday, 9–5, predictable schedule!)
• Generous PTO and holidays
• Medical (ICHRA), Dental, Vision, FSA
• Company-paid Life Insurance and LTD
• 401(k) retirement savings

Ready to Take the Next Step?

If you’re eager to grow in a stable, supportive environment with real career potential, we’d love to hear from you.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Work Location: In person