Administrative Coordinator for Financial Planning Team

5 days ago


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