Sales Assistant

About Atrium:

What you do matters. As a people-centric organization, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team.

Client Overview:

Our client is a well-established financial services branch located in Garden City, NY, supporting multiple Financial Advisors and clients. They pride themselves on professionalism, teamwork, and delivering excellent client service. Our client is seeking a full-time, onsite Sales Assistant for a temporary role to cover an associate on leave.

Salary/Hourly Rate:

$25/hr

Position Overview:

This Sales Assistant will provide administrative support to Financial Advisors and act as the front desk Receptionist. This is an excellent opportunity for someone with a background in financial services and strong administrative skills. The work schedule is 8:30 AM – 4:30 PM ET, Monday through Friday. Our client is looking for local candidates only (Long Island or Queens preferred. The commute should be no more than 30 – 45 minutes).

Responsibilities of the Sales Assistant:

• Provide administrative support to 3 Financial Advisors, including one remote Financial Advisor.
• Assist with client account matters, including research, documentation follow-up, and money movement requests.
• Process expense reports and manage advisor calendars.
• Schedule appointments and travel arrangements.
• Handle incoming and outgoing mail.
• Act as branch receptionist: greet visitors, escort clients, answer and transfer calls, and take messages.

Required Experience/Skills for the Sales Assistant:

• Experience in the Broker-Dealer industry is required.
• Minimum 2 years of recent administrative support experience.
• Experience with calendar management, travel planning, scheduling, office supply ordering, and expense reporting.
• Proficient in Microsoft Outlook, Teams, Excel, Zoom, and Word.
• Comfortable working in a front desk/receptionist role.

Preferred Experience/Skills for the Sales Assistant:

• Previous experience in the financial services industry.
• Candidates with securities licenses (Series 7, 63/65/66) or interest in becoming licensed are preferred.

Education Requirements:

• Minimum of an Associate’s degree or at least 3 years of corporate experience is required.

Benefits:

• Laptop provided.
• Railroad commute is covered if the candidate does not have a car.

By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy.

As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO