Administrative Assistant

Job Title: Administrative Assistant to Senior Financial Advisor – East Hills, NY-Entry Level

Job Summary: The Administrative Assistant will provide administrative support to the Senior Financial Advisor, ensuring smooth and efficient operations within the advisory team. This role requires a proactive, detail-oriented, and organized individual who can handle multiple tasks in a fast-paced environment while maintaining a high level of professionalism and confidentiality.

Key Responsibilities:

1. Administrative Support:
   • Manage the Senior Financial Advisor’s calendar, including scheduling appointments.
   • Prepare and organize meeting materials, reports, and presentations.
   • Handle incoming calls, emails, and correspondence, responding promptly and professionally.
2. Client Service:
   • Assist with client onboarding, including gathering necessary documentation and preparing client files.
   • Maintain client records in accordance with compliance and regulatory standards.
   • Serve as a point of contact for clients, addressing inquiries and providing exceptional service. Reaching out to the client for additional items needed.
3. Financial Data Management:
   • Assist with data entry and management of client information in financial software systems.
   • Help prepare financial documents, including statements, reports, and investment summaries.
4. Compliance and Regulatory Support:
   • Ensure all client communications and documentation comply with industry regulations and company policies. Maintain organized and up-to-date client and office files electronically.
   • Assist with audits and compliance reviews as necessary.

Qualifications:

• Bachelor’s degree preferred.
• Experience in an administrative role, preferably within the financial services industry.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Strong organizational skills with a keen attention to detail.
• Excellent written and verbal communication skills.
• Hourly salary range: $20-$25 an hour depending on experience
• 40-hour work week in the Office.

We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law.