Administrative Assistant

Job Title: Administrative Assistant – Financial Advisor

Location: Melville, NY

Job Type: Full-time (In-Office)

About the Role
We are a growing financial advisory RIA firm in Melville, NY seeking a reliable and detail-oriented Administrative Assistant to support Financial Advisors and help ensure smooth daily operations. This role is ideal for someone who is organized, professional, and comfortable working in a client-focused environment.

Key Responsibilities

· Provide administrative support to the Financial Advisors

· Manage scheduling, calendar coordination, and client appointments

· Greet clients and handle phone calls and email correspondence

· Prepare and process paperwork, forms, and client documentation

· Coordinating FedEx and mail deliveries and maintaining orderly records

· Responsible for participation in general administrative duties such as copying, filing, faxing, archiving, ad-hoc projects

· Maintain organized digital and physical filing systems

· Assist with client onboarding and follow-up communications

· Coordinate with custodians, vendors, and internal teams as needed

· Maintains understanding of firm policies and procedures

Qualifications

· High school diploma required; associate’s or bachelor’s degree preferred

· Previous administrative or office experience (financial services experience is a plus)

· Strong organizational and time-management skills

· Excellent verbal and written communication skills

· Proficiency with Microsoft Office (Word, Excel, Outlook)

· Ability to handle confidential information with discretion

· Professional demeanor and strong attention to detail

What We Offer

· Competitive compensation based on experience

· Stable, professional work environment

· Opportunity to grow within the financial services industry

· On-the-job training and mentorship

Pay: $52,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Work Location: In person

Salary : $52,000 - $120,000