Administrative Assistant, Part Time Commack, NY

Commack, NY - USA

Yearly Salary: $ 30000 - 40000

Posted on: 23 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Administrative Assistant - Part Time

Firm: Randazzo Financial Group

Location: Commack NY

Overview:

Are you a motivated independent and exceptionally organized professional seeking an opportunity to play a vital role in supporting a dynamic business owner Do you possess strong communication skills and excel at calendar management planning and scheduling

Randazzo Financial Group in Commack NY is hiring a part-time Administrative Assistant to serve as the trusted partner to the Chief Advisor. If youre ready to take initiative and contribute to a thriving office environment we invite you to apply today!

What youll do:

Answer phones and greet clients in a friendly positive and warm manner
Make outbound calls to prospective clients and current clients for Advisor
Managing Advisors calendar and monitoring emails throughout the day
Process client service documents with precision and in timely manner
Input notes into CRM (Redtail) and keep updated
Ensure Advisor is well-organized and prepared for team and client meetings
Schedule meetings and prepare necessary paperwork
Support marketing campaigns and social media through Snappy Kraken
Manage newsletters tracking new clients gifts and birthdays
Analyze and create reports for Advisor
Follow up on outstanding projects and industry specific tasks

What Were Looking For:

Associates degree or equivalent work experience required
1-2 years in a fast-paced office environment preferred
Intermediate to advanced skills in MS Office Suite
Previous experience with CRM systems preferred

Bonus Points:

Ability to prioritize projects and manage time effectively
Provide exceptional customer service
Positive independent and a desire for continued growth

What Youll Get:

Pay & Perks:

Salary $30000 $40000/year quarterly bonus
Respectful and family-oriented culture
Growth opportunities

Schedule:

In office: Monday Friday 10:00am 4:00 pm (flexible schedule and potential to go into full time employment)
Ability to travel up to once a month for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Junior IC

Position: Administrative Assistant - Part TimeFirm: Randazzo Financial GroupLocation: Commack NYOverview: Are you a motivated independent and exceptionally organized professional seeking an opportunity to play a vital role in supporting a dynamic business owner Do you possess strong communication sk...