Administrative Assistant

An established financial services firm in Melville is seeking an Administrative Assistant to join their team. Assist in managing client communications, scheduling meetings, and processing account-related documentation. Prior administrative experience within a financial services firm is a must. Candidates with a Notary Public certification and/or financial licenses, including Series 7, are strongly preferred.

Ensure you read the information regarding this opportunity thoroughly before making an application.

Fully on-site Monday - Friday

Hours: 9am - 5pm

Salary: 75-85K

Responsibilities:

• Provide administrative support to 2-3 executives, ensuring seamless daily operations.
• Follow up with clients, send statements, and manage account openings.
• Schedule meetings and maintain organized documentation for client interactions.
• Utilize Salesforce CRM to manage client data and streamline workflows.
• Ensure professional front-office and phone etiquette in all client-facing interactions.
• Collaborate with executives to prioritize tasks and manage deadlines effectively.
• Maintain a detailed-oriented approach to administrative tasks and client communications.
• Support the organization’s operational goals through efficient administrative practices.

Requirements:

• Bachelor's degree required for consideration.
• Minimum of 3-5 years of administrative experience.
• Proficiency in Salesforce CRM and other office productivity tools.
• Candidates with a Notary Public certification and/or financial licenses, including Series 7, are strongly preferred.
• Strong organizational skills and attention to detail are essential.
• Excellent communication skills, both verbal and written, for client-facing tasks.
• Friendly demeanor and professional phone etiquette for client interactions. xhqgsiq
• Experience in the financial services industry is a must.