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Administrative Assistant-Financial Industry

New York Financial Partners Inc

Jericho, NY

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JOB DETAILS
SKILLS
Administrative Skills, Brokerage, Calendar Management, Communication Skills, Computer Skills, Customer Support/Service, Establish Priorities, Fax Machines, Finance, High School Diploma, Meeting Minutes, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Office Equipment, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Printers, Telephone Skills, Time Management, Writing Skills
LOCATION
Jericho, NY
POSTED
30+ days ago
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, Associate’s 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

About the Company

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New York Financial Partners Inc

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