Overview
Administrative Assistant/Account Coordinator Jobs in New York, NY at Furman Feiner for Furman Roth (Hosted Jobs)
Executive Admin
Responsibilities:
Oversee administrative requests and queries for Senior Management.
Organize and schedule appointments.
Order office supplies and research new suppliers.
Maintain client contact list, as well corresponding with clients.
Prepare materials for seminars and maintain list for seminar calls.
Maintain marketing materials.
Input data for client files.
Assist in preparation of schedule reports.
Learn to service client’s accounts.
Attend client meetings and record notes.
Distribute e-mails, correspondence , memos, letters and faxes.
This position reports directly to the President
Responsible for miscellaneous duties as directed by Management.
Qualifications:
Microsoft Office.
Knowledge of office systems and procedures.
Possess excellent time management.
Strong organizations skills.
Education and Experience Requirements.
High School Diploma. Additional education in office management or an Associate Degree in Business a plus.
Familiarity with the Financial Industry a plus.
Independence Wealth Advisors (IWA) is a financial service which supplies our clients with accurate comprehensive planning and personalized wealth management strategies.
IWA is built on a culture on integrity, trust, and teamwork.
Job Type: Full-time
Pay: $25.00 – $30.00 per hour
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Work Location: In person
Title: Administrative Assistant/Account Coordinator
Company: Furman Feiner for Furman Roth (Hosted Jobs)
Location: New York, NY
