Administrative Assistant


Job Details

Administrative Assistant Next Level Planning

Melville, NY On-site, full time

Full-time Looking for an experienced executive assistant

1-10 employees Financial Services

Actively recruiting


About the job

Established financial services firm in the Melville area is looking for a full-time executive assistant to support the firm s busy and growing practice.


The ideal candidates will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.


Responsibilities:

New Business Processing

Ability to complete highly detailed, complex paperwork

Extensive use of multiple proprietary computer systems

Client Management by building relationships with clients

Client Correspondence

Document management

Schedule and confirm meetings

Ensure file organization based on office protocol

Provide ad hoc support around office as needed


Qualifications

Bachelor's degree required

Strong interpersonal, customer service and communication skills (verbal and written)

Ability to multitask exceptional time management skills

Computer savvy and typing efficiency

Problem solving skills (take initiative to solve issues)

Highly organized

Independent worker who excels in an environment of minimum supervision meeting demanding objectives

Ability to understand the basic workings of financial products and services


Salary starting at $55,000. No benefits.





 Next Level Planning

 05/11/2024

 Melville,NY