Administrative Sales Support

ADMINISTRATIVE SALES SUPPORT – Syosset, NY Office

David 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!

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.

• 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

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+ annually
• A 35-hour workweek (Monday–Friday, 9–5, predictable schedule!)
• Generous PTO and holidays
• Medical (ICHRA), Dental, Vision, FSA
• Company-paid Life Insurance and LTD
• 401(k) retirement savings

David Lerner Associates is an Equal Opportunity Employer.