Administrative Sales Support

Posted 2 days ago

david lerner associatesSyosset (NY)

Secretaries and Administrative Assistants, Except Legal, Medical, and Executive Portfolio Management and Investment Advice

SENIORITY

Junior

SALARY

$60k+ annually

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About the role

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.

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.