What are the responsibilities and job description for the Administrative Assistant position at Gold Coast Wealth Management?
Company Description
Gold Coast Wealth Management is a privately held investment management firm established in 2011 with offices in New York, New Jersey, and Kentucky. The firm specializes in personalized financial services for high-net-worth individuals, families, and businesses. Gold Coast is dedicated to collaboration, trust, professionalism, and performance to enhance clients' financial well-being.
Role Description
This is a full-time hybrid Administrative Assistant role at Gold Coast Wealth Management, located in the Jericho, New York office with some work from home options. The Administrative Assistant will be responsible for providing administrative support, managing phone calls, communicating effectively, executive administrative assistance, and using clerical skills to assist the firm.
Qualifications
- Administrative Assistance and Executive Administrative Assistance skills
- Strong phone etiquette and communication skills
- Proficiency in clerical skills
- Experience working in a financial services firm is a plus
- Ability to prioritize tasks and work independently
- Excellent organizational and time management skills
- Knowledge of Microsoft Office and other relevant software
- Associate's degree or higher in Business Administration or related field