Job description

Receptionist/Administrative Assistant

Point 32 Investment Partners is looking for a Receptionist/Administrative Assistant (RAA) to oversee the business workflow systems at the Westhampton Beach office. The RAA will partner with leadership and extended Strategic Wealth team to ensure business operations are running accordingly. As the key point of our branch location, the Receptionist/Administrative Assistant will oversee office operations and assist our advisors in a variety of business processes. The position will be in-person due to the oversight responsibilities.

Qualifications

· High School Diploma required

· 1-3 years of office experience

· Experience in MS Office (MS Word, Excel, PowerPoint)

· Time management skills

· Ability to prioritize tasks to meet deadlines

· Problem-solving skills

· Attention to detail

· Social media management experience preferred

Responsibilities

· The position will be in-person due to the oversight responsibilities

· Oversee the day-to-day activities of the branch as the main point of contact by greeting guests, answering general phone calls, and supporting advisors

· Act as a liaison between the advisor teams and various departments

· Perform administrative tasks as needed, such as scheduling appointments, processing paperwork, mailing, shipping, and updating databases

· Maintaining office supplies and equipment as needed

· Ensuring the confidentiality of all sensitive information

· Providing creative problem-solving to go above and beyond the basic franchise framework of the branch, as well as working with advisors, associates, and representatives to meet and exceed Point 32's commitments to its clients

· Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments

Benefits

· We offer a supportive and professional environment, a salary commensurate with your experience, a real opportunity for professional development

· Pay: Starting at $23.00 per hour

· Benefits available after one year of employment

Compensation and Hours

• Hours of work are 9am-4pm, Monday-Friday

www.Point32IP.com
631.824.0902
115C W. MAIN STREET | WESTHAMPTON BEACH, NY 11978

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Job Type: Part-time

Pay: From $23.00 per hour

Schedule:

• Monday to Friday
• No nights
• No weekends

Education:

• High school or equivalent (Preferred)

Experience:

• Administrative Assistants & Receptionists: 1 year (Required)
• Customer service: 2 years (Preferred)

Work Location: One location

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