Administrative Assistant

1 month ago


Melville, United States Next Level Planning Full time

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.



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