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  • A & M Financial Services, LLC
    Sales Assistant
    Sales Assistant
    23 days ago
    Full-time
    Westbury

    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.

    No experience
    Easy apply
  • supreme resellers inc
    Administrative Assistant
    Administrative Assistant
    2 months ago
    Full-time
    Jamaica, Queens

    We are looking for a reliable and organized Administrative Assistant to join our team. The ideal candidate will be responsible for managing daily office tasks, ensuring smooth communication, and supporting operations. Key Responsibilities: Answer and manage incoming phone calls professionally Take and process customer orders accurately Perform data entry tasks using Excel Track and record income and expenses for reporting Maintain organized digital and paper records Qualifications: Strong attention to detail and organizational skills Proficiency in Microsoft Excel Good communication and customer service skills Ability to multitask and prioritize efficiently

    Easy apply