Executive Assistant (Part-Time)

Newburgh, NY 12550

Job Category: Administrative Job Number: 55067033 Pay Rate: $22-23 / hour

Job Description

Job Title: Executive Assistant
Location: Newburgh (Hybrid - Occasional in office)
Salary: $23 to $25 hourly, depending on experience
Schedule: Monday through Friday | 4 hours a day (mornings Preferable)

Seeking a highly organized Executive Assistant to support a Financial Advisor with daily operations, client communication, and account administration. This role is ideal for someone who thrives in a detail-driven environment and enjoys working directly with clients while maintaining efficient internal processes. 
Responsibilities:
  • Serve as primary point of contact for client communications, schedule meetings, and prepare client materials
  • Maintain accurate client records, process account paperwork, and track pending requests through completion
  • Support CRM management, workflow tracking, and coordination with financial institutions
  • Ensure compliance with documentation standards while assisting with general administrative and office support tasks
Qualifications:
  • Associate or Bachelor’s degree preferred with 2+ years of administrative experience (financial services experience a plus)
  • Strong organizational, time-management, and multitasking abilities in a fast-paced environment
  • Excellent written and verbal communication skills with a strong customer service mindset
  • Proficiency in Microsoft Office (Excel, Word, Outlook) required; experience with CRM systems and financial platforms preferred

Meet Your Recruiter

Stefanie Bonfanti

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 Newburgh, NY

Ready to take your career to new heights? Explore the job opportunities in and around Newburgh, New York, and unlock a world of growth and possibilities. Nestled in the picturesque Hudson Valley, Newburgh offers a perfect blend of historic charm and modern opportunities. From the breathtaking views of the Hudson River to the vibrant arts scene at the Ann Street Gallery and New Windsor Cantonment State Historic Site, there is no shortage of inspiration here. Indulge in the local cuisine featuring famous Hudson Valley apples and enjoy a day out at Downing Park or Storm King Art Center. Join us in this dynamic region and see your career flourish amidst a backdrop of culture, history, and innovation.