Join Our Team: Sales Assistant for Financial Advisor at A & M Financial Services LLC A & M Financial Services LLC is seeking a motivated and detail-oriented Financial Advisor Assistant to join our investment firm and support our continued growth. In this role, you’ll work alongside a seasoned Financial Advisor to help clients achieve their financial goals while gaining valuable experience in the financial services industry. This position is ideal for someone looking to launch or grow a career in finance. You’ll have the opportunity to develop key skills, make meaningful contributions to client success, and be part of a supportive and professional team environment. Key Responsibilities: - Support Financial Advisors with daily operations, including scheduling, document preparation for client meetings, and providing exceptional customer service. - Communicate with clients both in-person and over the phone, assisting with the preparation and processing of new and existing account paperwork. - Handle sensitive and confidential information with discretion and professionalism. - Oversee various administrative functions, including managing office supplies, mail, and general office organization. - Utilize multiple computer systems in a paper-intensive setting and assist with additional tasks as needed. Qualifications and Skills: - High school diploma or higher. - Series 6,7 or 11 completed - Highly detail-oriented with the ability to thrive in a fast-paced environment. - Strong multitasking and time-management skills. - Proficient in Microsoft Office (Word, Excel), CRM platforms, and other relevant software tools. - Strong interpersonal and communication skills with a customer-first mindset.
We are looking for a highly skilled and experienced Account EDI Manager to oversee and manage our accounts with major retailers like Tik Tok, Wayfair, Walmart, Target, and Amazon Plus more! Key Responsibilities: EDI/SHIIPSTATION - Manage product listings, pricing, and inventory on Walmart, Macy’s, Target, Amazon,Tiktok and Wayfair - Handle daily operations including processng, shipping, uploading products, and tracking deliveries - Analyze sales data and performance metrics to make informed decisions - Communicate with partners to ensure smooth business operations and resolve any account-related issues - Monitor inventory levels and coordinate with fulfillment centers for timely restocking Requirements: - Minimum 3 years of EDI experience managing accounts with major retailers like Walmart, Target, and Amazon - Experience with shipping, product uploads, and advertising strategies Send your resume and a cover letter detailing your experience and relevant qualifications to the address on the AD. ***Must be able to commute to Glen Cove, LI *** No Remote Work