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- Meridian Global Advisors
Administrative Assistant to Financial Advisors25 days ago$25 hourlyFull-timeBloomfield, Staten IslandJob 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)
Easy apply - New York Life Insurance Company
Financial Services Representative1 month ago$85000–$115000 yearlyFull-timeBloomfield, Staten IslandWhat is your five-year plan? How productive was your last five years? Conflicted with a desire to step out to fulfill your dreams of running your own practice but enjoy the security being part of a larger tried, tested and approved establishment? As a Financial Professional for New York Life, these two worlds seamlessly coexist, opening doors for the entrepreneurial to run your own practice while securely embedded with-in a Fortune 500company with 174 years of market experience. Join the teams of likeminded entrepreneurs. Exchange innovative solutions and ideas, access an expansive portfolio of powerful sales tools designed to multiply and broaden outreach to your client base, to help you grow your client base and help secure client satisfaction and customer’s loyalty. . Desired Skills and Experience · 4-year College Degree · Strong interpersonal skills, customer service focused, doesn’t sweat the “extra mile” · Articulate communicator both verbally and written · Prior sales and/or business experience preferred · High entrepreneurial focus, confident self-starter, innate problem solver, committed lifetime learner · Fully capable of working individually, highly adaptable to a team environment Training, Development & Benefits New York Life combines the latest in cutting edge blended training and development programs designed for a flexible schedule for this type of role, which can make a significant impact to the vision for your 5 career year plan. The NYL multifaceted system includes: · In conjunction with in office trainings, access to New York Life’s online learning portal which houses a comprehensive user-friendly learning experience accessible anytime, anywhere and from any device. Learn when and how you want! · We have Fast Track to Management opportunities for qualified professionals once established in the career. About New York Life As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 178 years of industry success. We are a Fortune 100 company and are ranked No. 71 in 2023 on the Fortune 500. New York Life is the Largest Mutual Insurer in the U.S1 New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+) Source: Individual Third-Party Ratings Reports as of 2023. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations. 1 New York Life is the Largest Mutual Insurer in the U.S.: Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” New York Life Insurance Company is an equal opportunity employer M/ F/ Veteran/ Disability/ Sexual Orientation/ Gender Identity. Job Type: Full-time Pay: $85,000.00 - $105,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Parental leave Retirement plan Vision insurance Compensation Package: Bonus opportunities Commission pay Ability to commute/relocate: Staten Island, NY 10314: Reliably commute or planning to relocate before starting work (Required) Experience: Customer service: 1 year (Preferred) Work Location: Hybrid remote in Staten Island, NY 10314
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