Administrative Assistant Job at Ameriprise Financial - New York in Town of South

We’re Hiring: Administrative Assistant / Receptionist – Southold, NY
Endurance Planning Group – In-Person – Full-Time

About Us

Endurance Planning Group is a client-focused financial services practice dedicated to helping individuals and families achieve their goals. Our advisors and client service team strive to provide the highest level of service, and we’re seeking an Administrative Assistant / Receptionist to join our team and support our growing client base.

Position Overview

We are looking for a highly organized and personable Administrative Assistant / Receptionist to manage front-office responsibilities and provide essential support to our advisors and client service staff. This role is fully in-person 5 days per week at our Southold office.

Responsibilities

• Welcome and assist walk-in clients in a professional and friendly manner.
• Answer, screen, and direct phone calls.
• Collect and organize client documents.
• Support the Client Service Manager and Client Service Specialist by alleviating administrative workload.
• Ensure smooth day-to-day operations and provide an excellent client experience.

Qualifications

• Prior administrative, receptionist, or client service experience preferred.
• Strong communication and interpersonal skills.
• Ability to multitask and manage priorities in a fast-paced environment.
• Proficiency with Microsoft Office and general office systems.
• Professional, reliable, and client-focused demeanor.

Compensation & Benefits

• Status: Full-time, exempt.
• Salary: $42,000 – $48,000 annually (commensurate with experience).
• 401(k): Safe harbor plan with 4% employer match (after 6 months).
• Health Insurance: Employer covers 50% of single premium (after 90 days).
• Dental Insurance: available (after 90 days).
• Insurance Access: Disability and life insurance available.
• PTO: 2 weeks annually
• Paid Holidays: 13 annually.

How to Apply

If you are dependable, motivated, and excited to provide outstanding support in a professional financial services setting, we’d love to hear from you. Please submit your resume and a brief cover letter outlining your qualifications and interest in the role.

Please note: If you are selected for further consideration following the first-round interview, you will be asked to complete a brief Culture Index survey.

Equal Opportunity Employer

Endurance Planning Group is an equal opportunity employer and welcomes applicants from all backgrounds.