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Administrative Sales Support

L3

david lerner associatesSyosset, NY2 days ago

$60k+ annually

Occupations

Secretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales and Related Workers, All Other

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
ADMINISTRATIVE SALES SUPPORT – Syosset, NY OfficeDavid Lerner Associates, a leading investment firm for 50 years, is looking for a full-time Sales Assistant to join our Syosset, NY branch. If you enjoy helping people, thrive in a support role, and want to explore a career in the financial services industry, this might be the perfect next step for you!
What You’ll Do: You’ll be the right hand to our Investment Counselors, keeping things running smoothly for them and their clients. A typical day could include:
  • Answering phones and providing friendly, professional service to investors
  • Assisting with trade entries and verifying activity
  • Preparing client paperwork and income planners
  • Coordinating seminars and occasionally attending (just one evening every 6–8 weeks!)Liaising between clients, brokers, and operations to resolve questions quickly
This role is the perfect blend of administrative, client service, and behind-the-scenes support.
What We’re Looking For:
  • A strong administrative background (Microsoft Office whiz, especially Word & Outlook)
  • Great communication and organizational skills
  • Someone who can juggle multiple priorities in a busy office without missing a beat
  • A current Series 7 and 63 license is a big plus — but if you don’t have them yet, we’ll support you in getting licensed within your first few months
Why Join Us: We believe in investing in our people as much as we invest for our clients. Here’s what you’ll enjoy:
  • Competitive salary (licensed candidates start higher)
  • Successful Sales Assistants typically earn $60k+ annuallyA 35-hour workweek (Monday–Friday, 9–5, predictable schedule!)Generous PTO and holidays
  • Medical (ICHRA), Dental, Vision, FSACompany-paid Life Insurance and LTD401(k) retirement savings
  • Ready to Take the Next Step?
  • If you’re eager to grow in a stable, supportive environment with real career potential, we’d love to hear from you.
David Lerner Associates is an Equal Opportunity Employer.
Apply now
Apply now

Level

JuniorL3

Salary

$60k+ annually

Location

Syosset, NY

Occupation

Secretaries and Administrative Assistants, Except Legal, Medical, and Executive

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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