Administrative Coordinator to Financial Services Specialist

3 weeks ago


Melville, New York, United States Gregory A Mosick Full time
Job Summary

The Gregory A Mosick firm is seeking an Administrative Assistant to support the day-to-day internal operations of our growing financial planning business. This role involves organizing and ensuring proper completion of all client paperwork, as well as timely follow-up on client service issues. The ideal candidate will possess strong attention to detail, tenacity, and communication skills.

Key Responsibilities:

  • Client Support: Communicate with clients via phone and email to address service issues and identify opportunities for growth.
  • Paperwork Management: Prepare and ensure new business paperwork is successfully completed, including preparing forms, obtaining signatures, and tracking new business.
  • Collaboration: Correspond with the back office and other agencies to complete new business and client requests in a timely manner.

Requirements:

  • Work Experience: 1-2 years of experience in the financial services industry, preferably in a similar role.
  • Skills: Proficiency in Microsoft Office, particularly Excel, PowerPoint, and Word, as well as Salesforce and Social Media communication.

Compensation: $45,000 - $55,000 per year, depending on experience.



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