Clerical Assistant - insurance - Mineola

Part-Time In-Office / full time Office Assistant / social media experience MUST We’re a growing service company in Great Neck, looking for a reliable male or female office assistant. Hours: Monday–Friday, from 12 to 5 pm Location: In-office only Responsibilities: • Speaking with customers and scheduling appointments • Communicating with field technicians/workers • Answering phone calls and emails • Posting on Instagram, Facebook & TikTok REEL • Processing customer payments over the phone • General office and administrative support Must be friendly, organized, and comfortable communicating with both customers and field staff. Experience with Outlook and social media is a plus.

Job Summary We are looking for a reliable, organized Administrative Assistant to join our team. The candidate will have at least 3 years of administrative experience and be fluent in both English and Chinese (Mandarin). Responsibilities • Provide general administrative and clerical support to management and staff, • Answer phone calls, respond to emails, and communicate with customers, vendors, and employees, • Prepare, organize, and maintain company documents, records, and reports, • Handle data entry, filing, scheduling, and other office tasks, • Assist with payroll, invoices, purchase orders, and other basic accounting-related administrative duties, • Coordinate communication between management, employees, customers, and vendors, • Assist with daily office operations and special projects, • Maintain confidentiality and handle sensitive company information professionally, • Perform other administrative duties as assigned Qualifications • Minimum 3 years of administrative or office management experience, • Fluent in English and Chinese (Mandarin), both written and spoken, • Strong organizational and time-management skills, • Excellent communication and interpersonal skills, • Proficient in Microsoft Office and Quickbooks, • Ability to multitask, prioritize responsibilities, and meet deadlines, • Reliable, responsible, and able to work independently What We Offer • Competitive salary based on experience, • Full-time employment, • A professional and supportive work environment, • Opportunities for growth and increased responsibilities

OVERVIEW As a Front Desk Associate, you are the first point of contact for people when they enter the building. Your role requires a flair for hospitality and customer service, providing the best possible experience for customers as you check them in, process credit card and cash payments, and assist with any questions they might have. You will need to handle questions and problem-solve effectively while making guests feel welcome, heard, and valued. YOUR MISSION To assist customers (whether residents, members, or guests) with checking in, booking classes and lessons, making payments, and any other membership or amenity related questions they have, while providing excellent customer service and maintaining the URBN Playground reputation. WHAT YOU’LL DO • Deliver amazing customer service by having a hospitality-focused, customer-first mindset, • Set up / pack down equipment (e.g. cash registers / boxes, devices) at open / close times, • Check members in as they arrive to use the amenities or for classes / lessons, • Assist residents with the URBN Playground app to make their reservations and purchases, • Utilize URBN software to manage reservations and bookings, handle messaging through the app., • Ensure security of cash registers / cash boxes at all times during shift, • Count starting amount of money at the start of shift, • Balance cash at the end of the shift and complete cash drop form, • Process guest passes or current promo codes from periodic marketing campaigns, • Answer phone calls and e-mails and escalate queries as needed, • Supervise other staff on shift as needed (e.g. porters) to ensure amenities run smoothly, • Hold a set of keys and open and lock gates and doors as needed, • Know what events or lessons are going on and be able to answer questions about them, • Liaise with key people (e.g. trainers, event planners, Lifestyle Director, pool operator) to ensure smooth operations of all the above YOU’RE GOOD AT • Getting things done, • Keeping track of many things at once and paying attention to detail, • Remembering customers’ names and making them feel welcome, • Diffusing customer complaints and solving problems, • Working independently with minimal supervision, • Handling phone calls and e-mails in a professional and efficient manner, • Building relationships with customers and key vendors BROWNIE POINTS • Prior experience in a sales-related job, • Prior experience in a hospitality position, • Familiar with property management software

Our Manhasset office is seeking a highly organized, detail-oriented, proactive professional to serve as a key member of our operations team. This position is best described as the "utility player" of the office—someone who can successfully balance transaction coordination, MLS administration, marketing, compliance oversight, technology support, training coordination, recruiting support, office operations, and agent services in a fast-paced luxury real estate environment. You will work directly alongside our Managing Director and a team of experienced, high-performing real estate professionals. This is a fully in-person role that serves as a critical resource for agents, management, and corporate operations. Position Overview The Transaction Coordinator is responsible for managing the administrative lifecycle of real estate transactions while simultaneously serving as a primary operational support resource for the office. This is not a traditional transaction coordinator position. In addition to transaction management, the successful candidate will be responsible for MLS administration, marketing production, social media coordination, compliance review, recruiting support, agent website maintenance, CRM management, training coordination, technology troubleshooting, and implementation of company-wide initiatives. This role requires someone who can successfully balance: • Transaction management, • MLS administration, • Compliance oversight, • Marketing coordination, • Social media management, • Recruiting support, • Office administration, • Technology support, • Agent training and education, • CRM and website management, • Corporate reporting and brokerage initiatives The ideal candidate combines strong organizational skills with creativity, professionalism, technical aptitude, and a commitment to accuracy. This position plays a vital role in ensuring transactions remain compliant, listings are properly maintained, agents receive the operational support they need, and the office continues operating efficiently. Why Join Our Team? You will become an important part of a close-knit office environment where agents and staff genuinely support one another's success. You'll work alongside respected industry professionals while building a stable, long-term administrative career within a luxury real estate brokerage. This is an excellent opportunity for someone who enjoys helping others, solving problems, staying organized, and serving as a key contributor to the success of a high-performing office. Core Responsibilities Transaction Lifecycle Management Manage the administrative flow of transactions from contract to closing, including: • Managing transaction documentation and compliance, • Maintaining accurate files and records, • Monitoring critical deadlines, • Coordinating communication between:, • Buyers, • Sellers, • Attorneys, • Lenders, • Agents, • Supporting agents through listing-to-closing workflows, • Managing brokerage compliance requirements, • Organizing transaction files and supporting materials, • Ensuring adherence to brokerage, MLS, and New York State regulations, • Assisting with contract processing, transaction tracking, and closing preparation MLS Administration & Listing Management Serve as the primary MLS administrator for agents throughout the listing lifecycle. Responsibilities include: • Creating and managing MLS listings from inception through closing, • Researching, gathering, and entering listing information, • Preparing MLS-ready property descriptions, • Writing and editing public remarks and broker remarks, • Entering and verifying:, • Property details, • Property classifications, • Room descriptions, • Tax information, • School district information, • Property records, • Building dimensions, • Parcel information, • Section / Block / Lot information, • Directions and location details, • Uploading required listing documents and disclosures, • Coordinating required signatures through Authentisign and related systems, • Managing listing compliance requirements, • Resolving MLS compliance issues, • Processing:, • New listings, • Coming Soon listings, • Price changes, • Open houses, • Broker opens, • Under Contract updates, • Closed listings, • Other status changes, • Serving as a primary MLS resource for agents and management, • Ensuring listing accuracy and completeness throughout the lifecycle of each listing Listing Marketing & Property Promotion Coordinate listing launches and ongoing property marketing initiatives by: • Creating marketing materials for:, • New listings, • Open houses, • Broker opens, • Price improvements, • Under-contract properties, • Sold properties, • Company announcements, • Writing property descriptions for:, • MLS, • Company websites, • Email campaigns, • Print marketing, • Social media, • Creating luxury real estate advertising copy highlighting:, • Property features, • Lifestyle benefits, • Community amenities, • Developing headlines, captions, hashtags, and promotional content, • Designing postcards, notecards, digital flyers, and marketing pieces, • Coordinating broker-to-broker listing email campaigns, • Building targeted email and mailing lists for listing promotion, • Maintaining Laffey Real Estate branding standards across all marketing materials Social Media Management Manage and coordinate social media initiatives for listings, agents, recruiting, and brokerage operations. Responsibilities include: • Creating daily social media content, • Managing marketing calendars for agents and office initiatives, • Designing:, • Instagram posts, • Stories, • Reels, • Digital advertisements, • Recruiting campaigns, • Agent recognition content, • Creating content that increases:, • Property exposure, • Agent visibility, • Recruiting efforts, • Brand awareness, • Developing marketing copy, captions, and hashtags, • Monitoring branding consistency across all platforms, • Assisting agents with social media strategies and content implementation NYS Real Estate Advertising Compliance Maintain strict compliance with New York State Department of State advertising regulations, MLS requirements, Fair Housing standards, and brokerage policies. Responsibilities include: • Reviewing and approving marketing materials for compliance, • Confirming proper brokerage identification, • Confirming proper use of licensed agent names and titles, • Verifying required disclosures, • Monitoring buyer-side advertising compliance, • Ensuring listing broker disclosure compliance, • Maintaining Fair Housing compliance, • Reviewing MLS remarks and marketing language, • Identifying and correcting non-compliant advertising, • Providing guidance and education regarding advertising regulations Real Estate Research Perform detailed property and market research to support listings, marketing, and agent services. Research may include: • Property history, • Public records, • Tax information, • School district information, • Neighborhood information, • Comparable properties, • Market statistics, • Community highlights, • Property ownership records, • Parcel information Agent Support & Brokerage Operations Provide direct operational, marketing, administrative, and technology support to agents and office leadership. Responsibilities include: • Responding to agent support requests, • Creating and updating agent marketing materials, • Preparing promotional and branding materials, • Maintaining brand consistency, • Designing:, • Postcards, • Notecards, • Flyers, • Email campaigns, • Presentation materials, • Creating targeted marketing lists and distribution lists, • Assisting agents with CRM maintenance, • Uploading and organizing contact databases, • Providing day-to-day operational support, • Assisting agents with:, • CRM systems, • Marketing platforms, • Social media tools, • Video tools, • Presentation platforms Agent Website & CRM Management Maintain company-provided agent websites and CRM systems. Responsibilities include: • Updating agent websites within the Delta Media platform, • Maintaining website content and listing information, • Uploading agent sales history and profile information, • Researching and manually adding historical transactions when company systems do not automatically populate prior sales, • Assisting with CRM setup and maintenance, • Uploading and organizing contacts, • Managing database quality and organization, • Supporting agent marketing campaigns through CRM systems Recruiting & Retention Support Support brokerage recruiting and retention efforts through marketing, event preparation, and administrative coordination. Responsibilities include: • Designing and updating recruiting flyers, • Creating recruiting-related marketing materials, • Producing recruiting social media content, • Maintaining recruiting packets and materials, • Preparing recruiting meeting folders, • Maintaining recruiting presentation materials, • Updating class schedules and educational information, • Supporting brokerage initiatives aimed at attracting and retaining agents Training Coordination & Educational Support Coordinate and support agent education and office training initiatives. Responsibilities include: • Hosting and coordinating in-office training sessions, typically held twice per month, • Preparing training materials and handouts, • Creating:, • Marketing guides, • Compliance checklists, • MLS instructions, • Social media guides, • Technology tutorials, • Buyer representation materials, • Seller preparation materials, • Rental process guides, • Housing Choice Voucher / Section 8 materials, • Maintaining training attendance records, • Organizing educational resources, • Assisting with company-sponsored educational initiatives, • Participating in monthly company-wide meetings and corporate initiatives Materials should be: • Professional, • Easy to understand, • Printable, • Presentation-ready Office Marketing & Brand Management Support the overall image and branding of both the Manhasset office and Laffey Real Estate. Responsibilities include: • Maintaining office marketing displays, • Designing and updating office posters and promotional displays, • Updating window displays to reflect:, • Active listings, • Under contract properties, • Sold properties, • Price changes, • Open houses, • Promoting office events and company initiatives, • Creating agent recognition campaigns, • Supporting company branding efforts, • Producing content that highlights:, • Company culture, • Agent accomplishments, • Brokerage advantages, • Luxury services, • Maintaining a professional and luxury-oriented office presentation Office Technology & Daily Operations Serve as the office's primary resource for day-to-day operational and technical support. Responsibilities include: • Email setup and troubleshooting, • Printer support, • Office equipment troubleshooting, • Basic technology support, • Administrative support initiatives, • Assisting agents with company software and platforms, • Supporting daily office operations, • Helping colleagues resolve operational and technical issues that impact productivity Corporate Liaison & Compliance Support Act as a liaison between the Manhasset office and corporate operations. Responsibilities include: • Implementing brokerage-wide initiatives, • Supporting evolving company policies and procedures, • Completing required reporting requirements, • Managing corporate administrative projects, • Participating in company-wide meetings and initiatives, • Ensuring local adherence to company standards Required Qualifications Must Have • Exceptional written communication skills, • Strong attention to detail, • Outstanding organizational skills, • Ability to manage multiple priorities and deadlines, • Professional phone and email communication skills, • Strong proofreading abilities, • Ability to work independently, • Strong discretion and professionalism, • Interest in residential real estate, • Ability to learn new technology platforms quickly, • Ability to thrive in a fast-paced environment, • Ability to balance multiple responsibilities and frequent interruptions Preferred • Previous real estate brokerage experience, • Real estate transaction coordination experience, • Experience with OneKey MLS Matrix, • Marketing and social media experience, • Knowledge of Long Island real estate markets, • Experience with CRM systems, • Experience with Delta Media websites, • Familiarity with New York State real estate advertising regulations Technology Skills Preferred experience with: • OneKey MLS Matrix, • Canva, • Delta Media platforms, • CRM systems, • Instagram/Facebook/Meta Business Tools, • Email marketing platforms, • Digital marketing systems, • Microsoft Office Suite, • Real estate research tools, • Authentisign or electronic signature platforms The ability to quickly learn and adapt to new technology is essential. Ideal Candidate The ideal candidate is: • Creative yet highly detail-oriented, • Equally comfortable with paperwork, compliance, technology, and marketing, • Able to manage multiple agents and competing deadlines, • Organized enough to balance numerous ongoing projects simultaneously, • Comfortable supporting both local office needs and corporate requirements, • Professional, dependable, resourceful, and a proactive problem-solver, • Able to shift quickly between transaction management, marketing, technology support, compliance review, training coordination, and office operations, • Committed to a long-term administrative career This position is best suited for someone who enjoys wearing many hats and serving as a central resource for a busy office. Compensation & Schedule • Hourly Pay: $20.00–$22.00 per hour, • Schedule: Monday–Friday, 9:00 AM–5:00 PM, • Location: In-person, Manhasset, NY