Administrative Assistant

Goshen, NY 10924

Job Category: Accounting & Finance Job Number: 51113867 Pay Rate: $52000-62400 / year

Job Description

We are seeking a reliable and detail-oriented Administrative Assistant (prior experience or a background in personal finance) to join our clients Certified Financial Planner® practice in Goshen, New York. This full-time, in-person role is central to supporting our Financial Advisors and team, ensuring smooth daily operations, and providing an exceptional experience for their clients. 

The ideal candidate brings 3–5 years of office experience, strong organizational skills, and a professional, client-focused demeanor. Responsibilities include managing client communications, scheduling appointments, preparing documents, maintaining organized files, assisting with compliance and account paperwork, and supporting marketing and client engagement efforts. 

  • Candidates should have or be willing to obtain within a year: SIE and Series 7 licensing
  • Be proficient in Microsoft Office, and demonstrate excellent communication skills
  • Competitive salary, paid time off, and opportunities for professional growth

Meet Your Recruiter

Nicole Petrakis

Here's Help Staffing & Recruiting is committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOC Employer.

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About Goshen, NY

Explore exciting job opportunities in the vibrant area around Goshen, New York, where career growth and enchanting charm converge! Nestled in the picturesque Hudson Valley, Goshen boasts a rich history, quaint boutiques, farm-to-table dining, and renowned art galleries like Orange County Arts Council and Harness Racing Museum & Hall of Fame. With nearby attractions like the stunning Sterling Forest State Park and the iconic Woodbury Common Premium Outlets, working in Goshen offers a perfect balance of career fulfillment and leisure. Don't miss out on the chance to be part of this dynamic community – start your job search today!