Administrative Coordinator
1 month ago
We are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Madison Approach. As an Administrative Assistant, you will provide exceptional support to our financial advisors, ensuring seamless day-to-day operations and exceptional client experiences.
Key Responsibilities:- Provide administrative support to financial advisors, including scheduling appointments, managing calendars, and preparing correspondence.
- Manage client relationships, including meeting preparation, follow-up, and communication.
- Assist with special projects, such as creating marketing materials, updating CRM systems, and preparing reports.
- Maintain accurate and up-to-date client files, including contact information, account details, and correspondence.
- Provide exceptional customer service, responding to client inquiries, and resolving issues in a timely and professional manner.
- Collaborate with the team to implement annual marketing plans, develop client communications, and manage social media presence.
- Perform various administrative tasks, including data entry, filing, and photocopying.
- High school diploma or equivalent required; associate's or bachelor's degree preferred.
- Minimum 2 years of administrative experience, preferably in a financial services or wealth management setting.
- Excellent communication, organizational, and time management skills.
- Proficiency in Microsoft Office, including Word, Excel, and Outlook.
- Ability to work in a fast-paced environment, prioritize tasks, and meet deadlines.
- Strong attention to detail, accuracy, and confidentiality.
- A competitive salary range of $60-70K.
- A comprehensive benefits package, including health, dental, and vision insurance.
- A 401(k) retirement plan with company match.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
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Administrative Assistant
4 weeks ago
Rye Brook, New York, United States Madison Approach Full timeJob SummaryWe are seeking an experienced Administrative Assistant to join our team at Madison Approach. As a key member of our support staff, you will provide administrative support to our financial advisors, ensuring the smooth operation of our office. Key ResponsibilitiesAdministrative and SchedulingMeet and greet clients, providing exceptional customer...
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Social Services Coordinator
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Materials Management Administrative Coordinator
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Materials Management Administrative Coordinator
3 weeks ago
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Materials Management Administrative Coordinator
4 weeks ago
Stony Brook, New York, United States Stony Brook Medicine Full timeJob Summary:Stony Brook Medicine is seeking a highly organized and detail-oriented Materials Management Administrative Coordinator to assist with ordering and receiving supplies and implants for surgical cases in the Perioperative Area of Stony Brook Hospital.The successful candidate will handle AP, Purchasing, and Vendor issues as they arise and ensure...
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Materials Management Administrative Coordinator
3 weeks ago
Stony Brook, New York, United States Stony Brook Medicine Full timeJob SummaryStony Brook Medicine is seeking a highly skilled Materials Management Administrative Coordinator to join their team. The successful candidate will be responsible for assisting the materials management department with ordering and receiving supplies and implants for surgical cases in the Perioperative Area of Stony Brook Hospital.Key...
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Medical Office Coordinator
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Accreditation and Operations Coordinator
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Hospitalist Program Coordinator
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3 weeks ago
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International Student Success Coordinator
3 weeks ago
Stony Brook, New York, United States Stony Brook University Full timeJob Summary:The International Student Success Coordinator plays a critical role in fostering a supportive and inclusive environment for international students at Stony Brook University.This role is student-facing, providing a high level of customer service and support to international students. The coordinator will work closely with various campus...