Job description

Job description

Part-time Administrative Assistant/Receptionist

Tarrytown, NY

J.M. Franklin & Company, LLC is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.

We are currently seeking a Part-Time Administrative Assistant/Receptionist to join our team in providing top-tier service to our clients throughout their wealth management experience. This role will be responsible for all service work, new business processing and tracking, client review reconciliation, answering phone calls, and welcoming clients and visitors along with other administrative duties. The scheudueld work days and shift lenghts are flexible with a start time of 8:30am on work days.

Job Responsibilities

• Create a welcoming environment by greeting guests, answering phone calls, directing visitors, and taking messages
• Provide support for client service work including follow-up on new requests
• Manage new client onboarding with follow-through and responsiveness
• Communicate with outside providers throughout the new client onboarding process
• Maintain record of all advisor licenses and certification documentation
• Process incoming/outgoing mail
• Responsible for reconciling all client reviews including notes, items for follow up, and filing

Requirements

• 3+ Year’s Front Desk and/or Administrative Experience - Financial Services industry experience is a plus.
• Client Service aptitude with excellent communication skills
• Organizational skills and multi-tasking ability
• Strong Attention to Detail
• Strong Microsoft Word, Excel and Outlook skills

J.M. Franklin & Company offers a competitive hourly wage and 401(k) plan. In addition, we are offering 2 weeks of PTO per year after 6 months of employment.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and J.M. Franklin & Company, LLC are separate entities from LPL Financial.

Job Type: Part-Time

Job Type: Part-time

Pay: $22.00 - $25.00 per hour

Benefits:

• 401(k)
• Paid time off

Schedule:

• Day shift

COVID-19 considerations:
All employees of J.M. Franklin Co. are required to be fully vaccinated against COVID-19.

Ability to commute/relocate:

• Tarrytown, NY 15143: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Administrative Assistant: 3 years (Required)

Work Location: One location

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