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Financial assistant jobs in Hicksville, New YorkCreate job alerts

  • Rankin Financial Services
    Financial Services Representative (Remote)
    Financial Services Representative (Remote)
    2 months ago
    $50000–$75000 yearly
    Full-time
    Huntington

    Open the Door to Sucess Start and Launch your Career Helping People Build Their Future Rankin Financial Services everyday is to help everyday people make smart financial decisions. Family Protection with insurance, setting and achieving wealth goals (wealth growth) through investments, finding the right mortgage on a dream home, getting the best auto/home coverage available for our clients. We are seeking a motivated and detail oriented entry level financial adviser to join our team. No prior experience in financial advisory is required; we provide a structured training program to help you obtain the necessary licenses and develop the skills for a successful career. What You'll Be Doing While you build your Career Helping People Build Their Future Mortgages • Assist clients with understanding mortgage options and application process, • Support mortgage advisors with document collection and lender communication Insurance • Guide clients through policy options in life, health, home and auto, • Process application, renewals,transfers and claims with attention to detail and compliance, • Deliver, review, explain policies Investments • Help clients with account on-boarding and portfolio updates, • Work closely with investment advisors to ensure smooth transaction and excellent care, • Maintain good professional client relationship

    No experience
    Easy apply
  • Henley & Company LLC
    ADMINISTRATIVE ASSISTANT
    ADMINISTRATIVE ASSISTANT
    2 days ago
    $10–$20 hourly
    Part-time
    Uniondale

    Henley & Company LLC is a stock brokerage firm that has been around for over 30 years...We are looking for a responsible Administrative Assistant to perform a variety of administrative and clerical tasks. There is an opportunity for learning and growth if you are interested in the stock market and financial field...Duties of the Administrative Assistant include providing support to our brokers, assisting in daily office needs and managing our company’s general administrative activities. Proficiency in MS Office (MS Excel and MS PowerPoint, in particular). Excellent time management skills and the ability to prioritize work are key. Administrative Assistant responsibilities include answering phones, assisting clients, brokers and any other duties that come up during the day. The ideal candidate should have excellent oral and written communication skills and be able to organize their work using tools, like MS Excel and office equipment. Ultimately, a successful Sales Assistant should ensure the efficient and smooth day-to-day operation of our office. Stock Broker registration is an option for those interested. This could be a valuable experience to anyone going into finance.

    Easy apply