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Administrative Assistant-Financial Industry
Administrative Assistant-Financial IndustryNew York Financial Partners Inc • Jericho, NY, US
Administrative Assistant-Financial Industry

Administrative Assistant-Financial Industry

New York Financial Partners Inc • Jericho, NY, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits / Perks

  • Competitive Compensation
  • Paid Time Off
  • Career Growth Opportunities

Job Summary

We are seeking a motivated and outgoing Administrative Assistant to join our team for a busy, growing financial firm. You will be required to support clients, Financial Advisors and the managing partners. Strong communication, computer and organizational skills are a must and financial / broker dealer knowledge is preferred. This is a full time position in the office.

Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, filing, processing paperwork, placing various office orders etc . The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.

Responsibilities

  • Answer incoming phone calls and route them to the appropriate person
  • Schedule appointments and maintain a calendar
  • Organize meetings and take accurate minutes
  • Write emails, memos, and letters and distribute them appropriately
  • Maintain an organized filing system
  • Develop, update, and maintain relevant office procedures
  • Qualifications

  • High school diploma / GED required, Associates degree or administrative training is preferred
  • Previous experience as an Administrative Assistant ideally in the financial industry
  • Familiarity with standard office equipment such as printers and fax machines
  • Excellent computer skills and knowledge of Microsoft Word, Outlook, and PowerPoint
  • Highly organized with excellent time management skills and the ability to prioritize projects
  • Create a job alert for this search

    Administrative • Jericho, NY, US

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