Job Listing
Type:  
All
 
09/09/2020
Government
Administrative Assistant for Financial Advisory Fi
Pearl River, NY
Description:  
We specialize in providing comprehensive financial planning for individuals, couples, and families in all stages of life, planned or unexpected. We also work with women in transition, whether they are going through a divorce, have become widowed, or are experiencing a career change. We are focused on nurturing a valuable relationship, learning about our client’s financial landscape, and explaining financial concepts in a way that is easy to understand. We offer a uniquely personalized experience for our clients and we want someone who is passionately committed to others to assist us in serving our clients. 

Our office is in Pearl River, NY and provides a comfortable, professional work environment.  Our office culture is highly professional with a focus on quality and results. As an established, independent financial planning firm, we maintain the highest level of professional standards.

Requirements:  

Required Skills

=         Bachelor’s Degree

=         Five years’ proven experience in an administrative role and/or three years’ experience in financial services

=         High attention to detail and comfortable working in a fast-paced environment

=         Superior organizational skills and ability to multi-task

=         Passion for outstanding customer service

=         Proficiency in MS Office (Word, Excel and PowerPoint, in particular)

=         Knowledge of working with CRM system, DocuSign®, Wealthscape?, Adobe Acrobat, etc.

=         Excellent time management skills and the ability to prioritize work

=         Excellent written and verbal communication skills

Series 6 or 7 securities registration and/or Life/Health insurance license a plus

Location:  
         Seeking a talented part-time admin to join our growing firm. This position provides administrative support, prepares paperwork, schedules client meetings and prepares the required paperwork for those meetings.     

We specialize in providing comprehensive financial planning for individuals, couples, and families in all stages of life, planned or unexpected. We also work with women in transition, whether they are going through a divorce, have become widowed, or are experiencing a career change. We are focused on nurturing a valuable relationship, learning about our client’s financial landscape, and explaining financial concepts in a way that is easy to understand. We offer a uniquely personalized experience for our clients and we want someone who is passionately committed to others to assist us in serving our clients. 

Our office is in Pearl River, NY and provides a comfortable, professional work environment.  Our office culture is highly professional with a focus on quality and results. As an established, independent financial planning firm, we maintain the highest level of professional standards.

Salary Range:  
$20,592 to $25,168
Hours/Week:  
22
Attire:  
Business Casual
Contact Info:  
Shari Reffsin
8454748430
 
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