Join Our Team

Point 32 Investment Partners is looking for a Receptionist/Administrative Assistant (RAA) to oversee the business workflow systems at the Westhampton Beach office. The RAA will partner with leadership and extended Strategic Wealth team to ensure business operations are running accordingly. As the key point of our branch location, the Receptionist/Administrative Assistant will oversee office operations and assist our advisors in a variety of business processes. The position will be in-person due to the oversight responsibilities.

Qualifications

• High School Diploma required
• 1-3 years of office experience
• Experience in MS Office (MS Word, Excel, Power Point)
• Time management skills
• Ability to prioritize tasks to meet deadlines
• Problem solving skills
• Attention to detail
• Social media management experience preferred

Responsibilities

• The RAA will partner with leadership to ensure business operations are running accordingly
• As the key point of our branch location, the RAA will oversee office operations and assist our advisors in a variety of business processes
• The position will be in-person due to the oversight responsibilities
• Oversee the day-to-day activities of the branch as the main point of contact by greeting guests, answering general phone calls, and supporting advisors
• Act as a liaison between the advisor teams and various departments, particularly the Strategic Wealth
• Perform administrative tasks as needed, such as scheduling appointments, processing paperwork, mailing, shipping, and updating databases
• Inform and implement company's policies
• Ensure all employees are following current policies and procedures
• Responsible for maintaining preparedness for regulatory audits and information requests
• Maintaining office supplies and equipment as needed
• Modeling a positive, solutions-oriented, and collaborative spirit, not only within the office but throughout the firm, regardless of the situation
• Maintaining Books and Records
• Ensuring confidentiality of all sensitive information
• Ensuring communication between advisors and support teams is of the highest respect, emphasizing personal responsibility and the common goal of progress
• Providing creative problem-solving to go above and beyond the basic franchise framework of the branch, as well as working with advisors, associates, and representatives to meet and exceed Point 32's commitments to its clients
• Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments
• Responsible for maintaining kitchen area and office supplies and emptying waste baskets daily

Benefits

• We offer a supportive and professional environment, a salary commensurate with your experience, and a real opportunity for professional development
• Pay: Starting at $20.00 per hour
• Paid time off

APPLY NOW