Administrative Assistant, Part Time - Commack, NY

Advisor Talent Solutions • Commack, NY

11h • $30,000 - $40,000 • Onsite

About The Position

Are you a motivated, independent, and exceptionally organized professional seeking an opportunity to play a vital role in supporting a dynamic business owner? Do you possess strong communication skills and excel at calendar management, planning, and scheduling? Randazzo Financial Group in Commack, NY is hiring a part-time Administrative Assistant to serve as the trusted partner to the Chief Advisor. If you’re ready to take initiative and contribute to a thriving office environment, we invite you to apply today!

Requirements

• Associate’s degree or equivalent work experience required
• 1-2 years in a fast-paced office environment preferred
• Intermediate to advanced skills in MS Office Suite
• Previous experience with CRM systems preferred

Nice To Haves

• Ability to prioritize projects and manage time effectively
• Provide exceptional customer service
• Positive, independent, and a desire for continued growth

Responsibilities

• Answer phones and greet clients in a friendly, positive, and warm manner
• Make outbound calls to prospective clients and current clients for Advisor
• Managing Advisor’s calendar and monitoring emails throughout the day
• Process client service documents with precision and in timely manner
• Input notes into CRM (Redtail) and keep updated
• Ensure Advisor is well-organized and prepared for team and client meetings
• Schedule meetings and prepare necessary paperwork
• Support marketing campaigns and social media through Snappy Kraken
• Manage newsletters, tracking new client’s gifts and birthdays
• Analyze and create reports for Advisor
• Follow up on outstanding projects and industry specific tasks

Benefits

• Salary $30,000 – $40,000/year + quarterly bonus
• Respectful and family-oriented culture
• Growth opportunities
• In office: Monday – Friday 10:00am – 4:00 pm (flexible schedule and potential to go into full time employment)
• Ability to travel up to once a month for client events

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: Associate degree