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.
We’re looking for experienced baristas to join our team for upcoming events in the Long Island area. This is a flexible, on-call position. Responsibilities: Set up, operate, and break down the coffee bar. Prepare high-quality drinks efficiently and consistently. Support with load-in and load-out. Maintain a clean, organized, and professional workspace. Requirements: Previous barista experience Reliable and organized with time management Reliable transportation Weekend availability Perks: Competitive hourly pay Flexible, on-call position Work at beautiful venues and special events To Apply: Send us a short note with your experience, availability, and where you're based. Latte art pics welcome!