Financial Services Admin Assistant

Posted today

preferred retirement strategiesNew York (NY)

Secretaries and Administrative Assistants, Except Legal, Medical, and Executive Miscellaneous Financial Investment Activities

SENIORITY

Mid

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About the role

Preferred Retirement Strategies, LLC, a small boutique financial services firm in Freehold, NJ, seeks a detail-oriented Administrative Assistant to support a growing team and keep a fast-paced office running smoothly. You will manage calendar appointments, greet clients, handle calls, assist with marketing campaigns, and process new business papers with accuracy and compliance. Strong MS Office skills and prior admin experience are essential.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.