Buscar empleo: 1000+ ofertas de trabajo de financial manager en Franklin Square, NY (julio 2025)

New York Life Insurance Company

Financial Services Representative

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.

Sin experiencia

Inscripción fácil

MASS DEVELOPMENT

EXECUTIVE ASSISTANT | ASSISTANT PROJECT MANAGER

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

Inscripción fácil

A & M Financial Services, LLC

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.

Sin experiencia

Inscripción fácil

Trabajos financial manager en Franklin Square, NYCrear alertas

Lugares de trabajo financial manager más populares