On-Site Executive Administrative Assistant - Finance Team

Dayton and Sydney Wealth Strategies Group; New York (NY); On-site; USD 60,000 - 75,000; Full time

Job summary

Dayton and Sydney Wealth Strategies Group in Melville, NY, seeks a full-time executive assistant to support a busy wealth management practice. The ideal candidate will demonstrate high standards, excellent communication, initiative, and the ability to prioritize daily tasks.

This role is on-site. Responsibilities include new business processing, detailed paperwork, client relationship management, and calendar coordination, with extensive use of multiple proprietary systems.

Qualifications

• Bachelor's degree required.
• Strong interpersonal, customer service and communication skills (verbal and written).
• Ability to multitask - exceptional time management skills.
• Computer savvy and typing efficiency.
• Problem solving skills (take initiative to solve issues).
• Highly organized.
• Independent worker who excels with minimum supervision.

Responsibilities

• New business processing.
• Ability to complete highly detailed, complex paperwork.
• Extensive use of multiple proprietary computer systems.
• Client Management by building relationships with clients.
• Client correspondence.
• Document management.
• Schedule and confirm meetings.
• Ensure file organization based on office protocol.
• Provide ad hoc support around the office, as needed.

Skills

Interpersonal skills

Customer service

Verbal & written communication

Multitasking

Time management

Typing efficiency

Problem solving

Organizational skills

Financial product knowledge

Education

Bachelor's degree

Tools

Proprietary computer systems

Job description

Dayton and Sydney Wealth Strategies Group in Melville, NY, seeks a full-time executive assistant to support a busy wealth management practice. The ideal candidate will demonstrate high standards, excellent communication, initiative, and the ability to prioritize daily tasks.

This role is on-site. Responsibilities include new business processing, detailed paperwork, client relationship management, and calendar coordination, with extensive use of multiple proprietary systems.