Administrative Assistant Part-Time
Administrative Assistant Part-Time
Posted on :
12-04-2025
Employer Active
1 Vacancy
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Job Description
Job Description
Job Title: PartTime Administrative Assistant to two Senior Advisors East Hills NY
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 detailoriented and organized individual with a high level of professionalism and confidentiality.
Key Responsibilities:
- Administrative Support:
- Manage the Senior Financial Advisors calendar including scheduling appointments.
- Prepare and organize meeting materials reports and presentations.
- Handle incoming calls emails and correspondence responding promptly and professionally.
- 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.
Qualifications:
- Bachelors or Associates 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.
- 1520 hour work week in the Office.
Employment Type
Part-Time
Department / Functional Area
Key Skills
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