Administrative Assistant — Financial Industry

Job overview

The Administrative Assistant — Financial Industry role is onsite in Jericho, NY. Compensation is $60,000–$70,000 per year. The position supports a busy, growing financial firm and its clients, Financial Advisors, and managing partners. The assistant keeps office communications, calendars, meetings, records, and procedures organized so the firm’s advisors and partners can support clients and manage their work effectively.

What you'll do

• Answer and route incoming calls
• schedule appointments and maintain calendars
• organize meetings and take minutes
• prepare and distribute emails, memos, and letters
• maintain filing systems
• develop, update, and maintain office procedures
• support clients, Financial Advisors, and managing partners.

What we're looking for

Skills & competencies

administrative assistant

financial industry

jericho ny

new york financial partners

full-time

office support

client support

financial advisors

calendar management

meeting coordination

filing

microsoft office

paid time off

career growth

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off and career growth opportunities
• competitive compensation is noted without additional numeric detail beyond the stated salary range.

Why this role

Financial or broker-dealer knowledge is preferred; high school diploma or GED is required.

About the employer

New York Financial Partners Inc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.