Financial Services Sales Support Specialist

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, 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.