Overview
Financial Administrative Assistant Jobs in Syracuse, NY at Prudential Financial
Job Summary:
With hard work, over time, your income can be multiplied. Within this role, the sky is the limit.
We are seeking an ambitious, hardworking, goal-oriented individual to join our team. The ideal candidate will assist in various activities to help progress the growth of our business.
Responsibilities:
– Assist in analyzing investments (you will learn how to do this, and will personally benefit a lot from it).
– Assist in building financial plans (you will learn how to do this, and will personally benefit a lot from it).
– Assist in documenting data on excel.
– Outreach to clients/prospects to schedule meetings (two hundred outgoing calls, average per day).
– Assist with client paperwork.
– Assist with internal system management (various systems).
– Assist in investment portfolio construction (you will learn how to do this, and will personally benefit a lot from it).
– Assist with managing business relationships.
Skills:
– Proficiency in Excel and Microsoft Outlook.
-Understanding of finance and the stock market.
-Great communication skills (inbound and outbound calls).
-Multitasking.
-Time Management.
-Detail oriented.
Job Type: Full-time
Pay: $35,000.00 – $55,000.00 per year
Education:
- Bachelor’s (Preferred)
Work Location: In person
Title: Financial Administrative Assistant
Company: Prudential Financial
Location: Syracuse, NY
