About this opportunity
Green Key Resources lists this Administrative Assistant opportunity in melville, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
An established financial services firm in Melville is seeking an Administrative Assistant to join their team. Assist in managing client communications, scheduling meetings, and processing account-related documentation. Prior administrative experience within a financial services firm is a must. Candidates with a Notary Public certification and/or financial licenses, including Series 7, are strongly preferred.
Fully on-site Monday - Friday
Hours: 9am - 5pm
Salary:
75-85K
Responsibilities:
* Provide administrative support to 2-3 executives, ensuring seamless daily operations.
* Follow up with clients, send statements, and manage account openings.
* Schedule meetings and maintain organized documentation for client interactions.
* Utilize Salesforce CRM to manage client data and streamline workflows.
* Ensure professional front-office and phone etiquette in all client-facing interactions.
* Collaborate with executives to prioritize tasks and manage deadlines effectively.
* Maintain a detailed-oriented approach to administrative tasks and client communications.
* Support the organization's operational goals through efficient administrative practices.
Requirements:
* Bachelor's degree required for consideration.
* Minimum of 3-5 years of administrative experience.
* Proficiency in Salesforce CRM and other office productivity tools.
* Candidates with a Notary Public certification and/or financial licenses, including Series 7, are strongly preferred.
* Strong organizational skills and attention to detail are essential.
* Excellent communication skills, both verbal and written, for client-facing tasks.
* Friendly demeanor and professional phone etiquette for client interactions.
* Experience in the financial services industry is a must.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.