Administrative Assistant, Part Time - Commack, NY

Position:
Administrative Assistant - Part Time
Firm:
Randazzo Financial Group

Location:

Commack, NY

Are you a motivated, independent, and exceptionally organized professional seeking an opportunity to play a vital role in supporting a dynamic business owner? Do you possess strong communication skills and excel at calendar management, planning, and scheduling? Randazzo Financial Group in Commack, NY is hiring a part‑time Administrative Assistant to serve as the trusted partner to the Chief Advisor. If you’re ready to take initiative and contribute to a thriving office environment, we invite you to apply today!

• Answer phones and greet clients in a friendly, positive, and warm manner
• Make outbound calls to prospective clients and current clients for Advisor
• Managing Advisor’s calendar and monitoring emails throughout the day
• Process client service documents with precision and in timely manner
• Input notes into CRM (Redtail) and keep updated
• Ensure Advisor is well‑organized and prepared for team and client meetings
• Schedule meetings and prepare necessary paperwork
• Support marketing campaigns and social media through Snappy Kraken
• Manage newsletters, tracking new client’s gifts and birthdays
• Analyze and create reports for Advisor
• Follow up on outstanding projects and industry specific tasks

• Associate’s degree or equivalent work experience required
• 1–2 years in a fast‑paced office environment preferred
• Intermediate to advanced skills in MS Office Suite
• Previous experience with CRM systems preferred

• Ability to prioritize projects and manage time effectively
• Provide exceptional customer service
• Positive, independent, and a desire for continued growth

• Salary $30,000 – $40,000 /year + quarterly bonus
• Respectful and family‑oriented culture
• Growth opportunities

• In office:
  Monday – Friday 10:00 am – 4:00 pm (flexible schedule and potential to go into full time employment)
• Ability to travel up to once a month for client events

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at