Administrative Assistant to Financial Advisors

Contabilidad y Finanzas

17 marzo 202555 vistas

Job Summary:
We are seeking a detail-oriented and proactive Administrative Assistant to join our team. The ideal candidate will play a crucial role in supporting daily operations and ensuring the smooth functioning of our office. This position requires financial services industry experience, strong organizational skills, proficiency in customer service, and the ability to handle various administrative tasks efficiently.
Responsibilities:
-Manage office operations, including maintaining supplies and equipment.
-Provide exceptional customer service to clients and visitors.
-Assist with calendar management, scheduling appointments, and coordinating meetings.
-Perform proofreading of documents to ensure accuracy and professionalism.
-Utilize Microsoft Office.
-Handle incoming calls and inquiries.
-Maintain organized records using CRM.
-Support team members with various administrative tasks as required.
Experience:
-Proven experience as an administrative assistant.
-Familiarity with customer service practices and techniques.
-Proficiency in Microsoft Office.
-Strong computer literacy skills with the ability to learn new software quickly.
-Experience in the financial services industry.
This position is ideal for individuals who thrive in a dynamic environment and are eager to contribute to the success of our organization. If you possess the required skills and experience, we encourage you to apply.
Job Type: Full-time
Pay: $25.00 per hour
Required hours: 35 per week
Schedule: Monday to Friday - 10:00am - 5:00pm
Experience: Financial services industry: 2 years (required)
Ability to Commute: Staten Island, NY 10314 (required)
Work Location: In person (no remote work)
  • Experiencia
    Se requiere
  • Idiomas
    Inglés – Avanzado
  • Jornada
    Completa
  • Horario
    Monday - Friday: 10:00am to 5:00pm
  • Salario
    25 $ por hora

pin icon900 South Avenue, Bloomfield, Staten Island, 10314, New York

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Asesor/a Financiero/aNew York

Asset & Wealth Management - Financial Planning - Estate Planning • 1-10 empleados

En JOB TODAY desde marzo, 2025

We are a 30 year old financial planning firm working with individual clients and small business owners

Daniel Macri avatar icon
Daniel MacriActivo hace 5 días
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