Financial Planning Assistant - Main Street Financial Group

Company Description

Main Street Financial Group in Smithtown, NY has been a trusted provider of financial planning and wealth management services for over 20 years. Our team of highly approachable financial planners offers personalized and prudent advice, tailored to each client's unique situation. We make real-life challenges and goals the center of our financial solutions, ensuring that investments are applied in a meaningful way to make a difference in our clients' lives.

Role Description

This is a full-time on-site role for an Administrative Assistant at Main Street Financial Group in Smithtown, NY. The Administrative Assistant will be responsible for providing administrative support, managing phone communications, maintaining communication within the office, assisting with executive administrative tasks, and utilizing clerical skills in day-to-day operations.

Qualifications

• Administrative Assistance and Executive Administrative Assistance skills
• Proficient in Phone Etiquette and Communication
• Strong Clerical Skills
• Ability to multitask and prioritize tasks effectively
• Excellent organizational abilities and attention to detail
• Experience with scheduling and calendar management
• Knowledge of office management systems and procedures
• Strong written and verbal communication skills