Administrative Coordinator for Financial Planning Team
5 days ago
- Client Communication: Communicate effectively with clients via phone and email to address service issues and identify opportunities to help the firm grow.
- Paperwork Management: Prepare and ensure timely completion of new business paperwork, including preparing forms, obtaining signatures, and tracking new business.
- Team Collaboration: Work closely with the back office and other agencies to complete new business and client requests in a timely manner.
We offer a competitive salary of approximately $45,000 per year for this position, making it an attractive opportunity for individuals with no prior experience.
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Financial Planning Specialist
6 hours ago
Melville, New York, United States Forest Hills Financial Group Full timeJob OverviewWe are seeking a skilled and ambitious Financial Advisor to join our team at Forest Hills Financial Group. As a Financial Advisor, you will have the opportunity to work with individuals and businesses in your community, providing access to financial products and services that will protect their assets, help them understand their financial life,...
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Financial Planning Specialist
6 days ago
Melville, New York, United States New York Life - Melville Full timeAbout the RoleNew York Life - Melville is seeking an entry-level financial advisor to join our team. As a key member of our organization, you will be responsible for providing sound financial advice to clients and helping them achieve their monetary goals.Responsibilities:Create customized financial plans for each client based on their life stage,...
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Melville, New York, United States Gregory A Mosick Full timeJob SummaryThe 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...
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Administrative Coordinator
1 day ago
Melville, New York, United States Grand Concierge LLC Full timeJob DescriptionGrand Concierge LLC is looking for a skilled Administrative Coordinator to join our team. In this role, you will be responsible for providing administrative support to our office employees, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include making phone calls, attending...
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Financial Planning and Analysis Specialist
2 weeks ago
Melville, New York, United States Professional Physical Therapy Full timeAbout the RoleProfessional Physical Therapy is seeking an experienced Financial Planning and Analysis Specialist to join our dynamic team. In this critical role, you will analyze and interpret financial data to inform strategic decisions and drive business growth.Responsibilities include:Developing and maintaining financial models to forecast revenue and...
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Career Opportunities in Financial Planning
4 weeks ago
Melville, New York, United States New York Life Nassau-Suffolk Region Full timeWe are seeking a highly motivated and self-disciplined individual to join our team as an entry-level insurance sales agent. With a strong focus on financial security and peace of mind, we provide a comprehensive suite of products and services to help individuals, families, and businesses achieve their long-term financial goals.About New York LifeNew York...
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Administrative Support Coordinator
1 day ago
Melville, New York, United States Grand Concierge LLC Full time**Job Title:** Administrative Support CoordinatorWe are seeking an experienced Administrative Support Coordinator to join our team at Grand Concierge LLC. The ideal candidate will provide administrative support to our office employees, ensuring they have all the information and resources needed to perform their best.The estimated salary for this role is...
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Financial Operations Coordinator
11 hours ago
Melville, New York, United States Denovo Review Full timeJob Overview:We are looking for a highly motivated Financial Operations Coordinator to join our team at Denovo Review. As a key member of our finance team, you will be responsible for managing financial operations, including bookkeeping, accounts payable, and cash flow management. The ideal candidate will have a strong understanding of financial principles...
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Senior Financial Planning Specialist
9 hours ago
Melville, New York, United States New York Life Full timeAbout Our Company\New York Life has been a leader in the financial services industry for over 175 years. We are known for our integrity, expertise, and dedication to serving our clients.\Role Summary\A Financial Service Professional at New York Life:\\Works with clients to develop and implement personalized financial plans\Provides ongoing support and...
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Financial Services Representative
11 hours ago
Melville, New York, United States OneMain Financial Full timeJob OverviewWe are seeking a Financial Services Representative to join our team at OneMain Financial. This role will provide customers with access to friendly, fast, and affordable financing for life's expenses.
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Financial Solutions Consultant
1 day ago
Melville, New York, United States OneMain Financial Full timeCompany OverviewAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. Our team of experts is dedicated to helping individuals achieve their financial goals.
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Administrative Coordinator
4 weeks ago
Melville, New York, United States QSAC, Inc. Full timeAt QSAC, Inc., we are seeking an Administrative Coordinator to provide exceptional support to our offices at the QSAC Melville Corporate Office. This role will be responsible for welcoming and admitting visitors, greeting students and families, and maintaining a secure environment.Salary: $19.00 - $20.00 hourlyJob ResponsibilitiesWelcome and admit visitors,...
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Financial Services Representative
2 days ago
Melville, New York, United States OneMain Financial Full timeAt OneMain Financial, we're committed to empowering customers through friendly, fast, and affordable financing solutions.About the RoleWe're seeking a highly motivated Financial Services Representative to join our team. This role offers an excellent opportunity to grow your career while making a positive impact on people's lives.Key Responsibilities:Develop...
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Financial Operations Coordinator
4 weeks ago
Melville, New York, United States Gregory A Mosick Full timeThe Gregory A Mosick Financial Planning Firm is seeking an organized and detail-oriented candidate to assist with day-to-day internal operations. This role involves ensuring timely completion of client paperwork, resolving service issues, and performing various tasks as needed.Key ResponsibilitiesMaintain accurate records and ensure proper completion of...
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Estate Planning Paralegal
4 weeks ago
Melville, New York, United States Jobot Full timeWe are seeking a highly skilled Paralegal to join our esteemed legal team at Jobot. As a dynamic and experienced professional, you will play a pivotal role in estate planning, trust administration, and medicaid planning.The ideal candidate will possess a deep understanding of the complexities of estate planning and medicaid, with a proven track record of 5+...
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Administrative Services Coordinator
5 days ago
Melville, New York, United States Grand Concierge LLC Full timeGrand Concierge LLC is seeking a skilled Administrative Services Coordinator to provide exceptional support to our office staff. As a key member of our team, you will be responsible for maintaining a high level of organization and efficiency in all aspects of your work.Your duties will include:Answering incoming calls and directing them to the appropriate...
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Administrative Coordinator
4 weeks ago
Melville, New York, United States McCabe, Weisberg & Conway, LLC Full timeWe are seeking an Administrative Coordinator to join our team at McCabe, Weisberg & Conway, LLC in Melville, NY.About the RoleThis full-time position involves providing administrative support to our lawyers and staff. The ideal candidate will have a high school diploma and prior experience in a law firm or similar environment.The successful candidate will be...
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Strategic Financial Planner
2 weeks ago
Melville, New York, United States NYL - Melville Full timeJob Title: Strategic Financial PlannerWe are seeking a skilled and driven financial advisor to join our team as a Strategic Financial Planner. This is an entry-level position that offers room for growth and a promising job outlook. As a strategic financial planner, you will be responsible for helping clients create customized financial plans to achieve their...
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Estate Planning Specialist
4 weeks ago
Melville, New York, United States Jobot Full time**Job Overview**We are a law firm based in Long Island, specializing in elder law, estate administration, and specialized healthcare needs. Our team is dedicated to providing exceptional support to our clients, and we are seeking a skilled Paralegal - Estate Planning to join our esteemed legal team.Estimated Salary: $72,000 - $108,000 per yearAs a Paralegal...
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Strategic Financial Solutions Specialist
4 weeks ago
Melville, New York, United States NYL - Melville Full timeJob OverviewWe are seeking a highly motivated and strategic financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through various planning services.About CompensationThe annual salary for this role is...