Established women's boutique , 25 years. In need of a sales assistant, positive, upbeat and loves clothes and people 3 to 4 days a week . Syosset
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 are looking for an enthusiastic Sales advisor to provide advice and assistance to customers to maximize the likelihood of a sale. You will be responsible for a variety of duties that pertain to creating an attractive environment for customers. Approach customers and offer them advice on products to persuade them to buy Provide information and other services such as handling returns of merchandise Locate products on behalf of customers Deal with complaints in a patient and helpful manner Take and record orders through a computer system in person or over the phone/e-mail Update customer information in databases Go the “extra mile” to meet targets Monitor shelves inventory and unload new products when needed Maintain a clean and orderly environment in the store