Administrative Sales Support
Listed on 2026-01-28
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
ADMINISTRATIVE SALES SUPPORT – White Plains, NY Office
David Lerner Associates, a leading investment firm for nearly 50 years, is recruiting for a full-time Sales Assistant (registered or unregistered) to join our White Plains, NY branch office. If you enjoy working in a support role, take pride in delivering excellent customer service, and are interested in building a career in the financial services industry, this position may be a great fit for you.
Position OverviewThis role provides professional administrative, customer service, and marketing support to our Investment Counselors and their clients. The Sales Assistant also serves as a key liaison between clients, Investment Counselors, and the Operations Department, helping ensure accurate, timely, and high-quality service.
Our ideal candidate has a strong administrative background, is comfortable using Microsoft Office (particularly Word and Outlook), and brings excellent organizational, communication, and multitasking skills to a fast-paced office environment.
Key Responsibilities- Answer phones and provide exceptional customer service to investors
- Work collaboratively with assigned Investment Counselors
- Assist with mutual fund, bond, and equity trade entries; verify activity and help troubleshoot issues
- Process new account paperwork, including Suitability Profiles, ACATS, IRA forms, and related documentation
- Serve as a liaison between clients, Investment Counselors, and the Operations Department
- Prepare income planners and assist with seminar preparation, including occasional evening events
- Respond to client inquiries promptly and professionally
- Provide administrative and operational support to the branch as needed
- High school diploma required
- Minimum of two years of administrative experience
- Proficiency in Microsoft Office Suite
- Strong organizational, communication, and time-management skills
- Ability to multitask and remain composed in a fast-paced environment
- Current Series 7 and 63 licenses OR willingness to obtain them within the first 5 months of employment
- Competitive compensation based on experience and licensing
- Full-time, in-office position with a consistent Monday–Friday schedule (9:00 a.m. – 5:00 p.m.)
- Professional, collaborative office environment
- Ongoing training and licensing support
- Opportunity to build a long-term career in the financial services industry
David Lerner Associates is an Equal Opportunity Employer.
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