Financial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a financial services professional to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable , customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
Job Summary MASS DEVELOPMENT is seeking a highly organized and proactive Executive Assistant / Assistant project management to provide comprehensive support to our executive team. The ideal candidate will possess exceptional organizational skills, be adept at managing multiple tasks, and demonstrate strong communication abilities. This role is crucial in ensuring the smooth operation of the office and facilitating effective project coordination. Executive Assistant Duties - Manage executive calendars, scheduling appointments, meetings, and travel arrangements efficiently. - Organize and maintain office files, records, and documentation to ensure easy access and retrieval. - Transcribe meeting notes, create agendas, track follow-ups, and prepare reports or presentations as needed. - Coordinate various projects, ensuring timelines are met and deliverables are achieved. - Handle front desk responsibilities, including answering phone systems, greeting visitors professionally, screen emails, and draft correspondence on behalf of executives. - Assist with office management tasks to ensure a productive work environment. - Liaise with vendors, order supplies, maintain system. - Handle sensitive information with discretion. Assistant Project Management Duties - Monitor project progress, deadlines, and deliverables. - Coordinate project meetings, milestones, and timelines. - Maintain project files, reports, and meeting notes. - Support clear communication among team members and clients. - Help track budgets and costs. - Flag delays or problem to the project manager. Qualifications - Proven experience as an Executive Assistant or in a similar role that highlights strong organizational skills. - Excellent calendar management skills with the ability to prioritize tasks effectively. - Strong communication skills, both written and verbal, with a focus on customer service excellence. - Familiarity with phone systems and front desk operations is preferred. - Ability to work independently while also being a collaborative team player. - Proficient in Microsoft Office Suite, especially Excel. - Experience with QuickBooks for invoicing, expense tracking, and financial reporting - Familiarity with project management tools (e.g., Asana, Trello, Microsoft Project, Monday.com) - Experience preparing professional reports, presentations, and documentation - Knowledge of general office operations and administrative procedures If you are a motivated individual looking to contribute to a dynamic team while enhancing your professional skills, we encourage you to apply for this exciting opportunity as an Executive Assistant. Job Type: Full-time Pay: $20.00 - $27.00 per hour Expected hours: 40 per week
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.
Why Join Keller Williams Ozone Park? Looking to launch or elevate your real estate career? Keller Williams Ozone Park is hiring motivated individuals to join our team. As the #1 Real Estate Franchise in the U.S. for sales volume, units sold, agent count, and training across all industries, we provide the tools, resources, and support to help you succeed. ___________________________________________________ What We Offer: ● Flexible Schedule: Design your workday to fit your lifestyle. ● Competitive Commission Structure: Every agent has the opportunity to earn as much as they want! ● Pre-Licensing Education Assistance: Begin your real estate career without the financial burden of licensing fees. ● Professional Development: Unmatched in-house productivity and coaching. ● Cutting-Edge Technology: Access to the latest real estate tools and market data. ● Supportive Team Environment: Be part of a collaborative and motivated team. ___________________________________________________ What We’re Looking For: ● A valid real estate license (or earn a scholarship through KW to receive a real estate salesperson course at no cost to you). ● Strong communication, negotiation, and customer service skills. ● Self-motivation, a proactive attitude, and a strong work ethic. ● Ability to work independently and thrive in a team setting. ● Familiarity with real estate tools and technology is a plus. ___________________________________________________ Your Role: ● Build relationships with clients to understand their property needs. ● Conduct market analyses and provide valuable insights to clients. ● Schedule and host property showings and open houses. ● Negotiate transactions to ensure client satisfaction. ● Expand your professional network and grow your business. ● Stay informed on market trends and real estate regulations. ___________________________________________________ Start Your Career with Our Pre-Licensing Program: Some Keller Williams locations offer a digital, pre-licensing curriculum designed to put aspiring agents on a direct path to licensure and profitability—and we are proud to be one of those locations! ● KW Prep Program: After vetting, approved students are registered and can begin KW Prep modules, providing foundational training for their new career. ● Real Estate School Partnership: Through our partnership, students receive a scholarship to cover the cost of the basic pre-licensing courses, bringing their total expense to $0 ● Independent Enrollment: Students register and complete their pre-licensing education independently with no interference or involvement from us—empowering them to take ownership of their future. ● Future Coaching: After obtaining your license and joining our office, you’ll receive coaching at no additional cost and without any extra commission split. ___________________________________________________ Ready to Join Us? Click “Apply” to submit your resume and take the first step toward building a fulfilling and lucrative career with KW Platform. We are an equal-opportunity employer committed to fostering diversity and inclusion. ___________________________________________________ Job Types: Full-time, Part-time Pay: $52,717.51 - $213,920.89 per year Expected hours: 20 – 50 per week Benefits: Flexible schedule Health insurance Professional development assistance Referral program Retirement plan Schedule: Choose your own hours Work Location: Hybrid remote in Ozone Park, NY 11416