Job description

Summary

PareShah Partners, a wealth strategy organization in Hicksville, NY is hiring an Administrative Assistant. The mission of PareShah Partners is to help clients make powerful financial decisions with certainty. As an Administrative Assistant, the primary role is to support the practice and provide outstanding customer service to all clients. This position utilizes excellent customer service, attention to detail, and time management skills.

Essential Duties and Responsibilities

• Supports Financial Advisors of a large book of business including handling all administrative functions for Financial Advisors and the firm
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines
• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Maintain client information in CRM database
• Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
• Order supplies for office and act as point of contact for any infrastructure requests
• Manage multiple and competing priorities on a daily basis in pursuit of business objectives
• Other duties as assigned by team members.

Requirements (Please see Key qualifications)

Knowledge, Skills, and/or Abilities

• Demonstrable skill in use of Microsoft Office Systems and use of a Client Resource Management system at work (This may be tested at work)
• Strong administrative and time management skills with superior attention to detail
• Excellent communication skills, both verbally and in writing
• Ability to handle multiple tasks and thrive in a fast paced environment
• Ability to work as a team and
• Be authorized to work in the United States with a satisfactory completion of background check, fingerprinting and required employment documentation

Experience & Skills

• The ideal candidate will have 5 years of full-experience in a professional environment (not including time in parallel to education)
• Have 2 years experience in administration in an in-person office setting
• Previous experience in financial services a plus
• Pay will range from $20 - $30 (Salary will reflect experience and qualifications). If you have a Life Insurance or a Securities License, you will qualify for more than $30/hour.

Job Type: Full-time

Pay: From $20.00 per hour

Schedule:

• Monday to Friday

Work Location: In person

seankuhnke.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, seankuhnke.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, seankuhnke.com is the ideal place to find your next job.