Job Title: Administrative Assistant
Location: Goshen, NY
Salary: $25 to $30 hourly

Seeking Administrative Assistant to support a client-focused financial planning practice. This role is ideal for a professional with strong organizational skills who can ensure smooth daily operations while delivering a high level of service to clients.

Key Responsibilities:

• Provide administrative support to Financial Advisors including scheduling, correspondence, and document preparation.
• Manage client communications, answer phones, greet visitors, and coordinate appointments.
• Maintain accurate client files (physical and electronic) and assist with account forms and compliance documentation.
• Support meeting preparation, marketing initiatives, and overall office operations while maintaining strict confidentiality.

Qualifications:

• 3–5 years of administrative experience in a professional office environment.
• SIE and Series 7 license required or willingness to obtain within one year.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint); CRM experience a plus.
• Strong organizational, communication, and time management skills with ability to work independently or as part of a team.