About the job
Three established financial services professionals in the Melville area are looking for a part-time producer assistant to support their busy and growing practice.
The ideal candidates will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.
Responsibilities:
New Business Processing
Ability to complete highly detailed, complex paperwork
Extensive use of multiple proprietary computer systems
Client Management by building relationships with clients
Client Correspondence
Document management
Schedule and confirm meetings
Ensure file organization based on office protocol
Qualifications
Bachelor's degree required
Strong interpersonal, customer service and communication skills (verbal and written)
Ability to multitask – exceptional time management skills
Computer savvy and typing efficiency
Problem solving skills (take initiative to solve issues)
Highly organized
Independent worker who excels in an environment of minimum supervision meeting demanding objectives
Ability to understand the basic workings of financial products and services
Knowledge of Salesforce is a plus
Experience with social media platforms especially LinkedIn
