Financial Administrative Assistant: Organized Support

New York Financial Partners Inc; Jericho (NY); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Competitive Compensation

Paid Time Off

Career Growth Opportunities

Job summary

A growing financial firm in Jericho, NY, is seeking an Administrative Assistant to support clients and financial advisors. The ideal candidate will have strong organizational skills, be proficient in Microsoft Office, and possess excellent communication abilities. Responsibilities include answering calls, scheduling appointments, maintaining filing systems, and developing office procedures. This full-time role requires a high school diploma, with additional qualifications preferred. Join our team to contribute to a fast-paced environment with opportunities for career growth.

Qualifications

• Strong written and verbal communication skills are a must.
• Financial/broker dealer knowledge is preferred.
• Previous experience as an Administrative Assistant ideally in the financial industry.

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

Strong communication

Computer skills

Organizational skills

Time management

Financial knowledge

Education

High school diploma/GED

Associate’s degree or administrative training

Tools

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

A growing financial firm in Jericho, NY, is seeking an Administrative Assistant to support clients and financial advisors. The ideal candidate will have strong organizational skills, be proficient in Microsoft Office, and possess excellent communication abilities. Responsibilities include answering calls, scheduling appointments, maintaining filing systems, and developing office procedures. This full-time role requires a high school diploma, with additional qualifications preferred. Join our team to contribute to a fast-paced environment with opportunities for career growth.