Job Postings

Administrative Assistant at Halliday Financial Group

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Well-organized individual with experience in excel and MS word-  The job will entail assisting brokers, processing business, preparing reports, answering client requests and other general clerical skills- a securities license a plus.    Individual must:
    •Feel comfortable handling multiple tasks  simultaneously.      
    •Work well under pressure.      
    •Relate effectively to all types of people.      
    •Know how to meet deadlines.      
    •Find satisfaction in task completion.      


Definition: Working under the supervision of the Executive Director, the full-time
Administrative Assistant oversees and manages all office procedures and other tasks as
assigned by the Executive Director. Salary is commensurate with experience.

Duties and Responsibilities:
1. Oversee all aspects of general office coordination.
2. Maintain office calendar to coordinate work flow and meetings.
3. Maintain confidentiality in all aspects of client, staff and agency information.
4. Monitor and assist with maintenance of the organization’s website.
5. Interact with clients, vendors and visitors.
6. Answer telephones and transfer to appropriate staff member.
7. Open, sort and distribute incoming correspondence, including faxes and email.
8. Sign for and distribute UPS/FedEx or similarly delivered packages.
9. Prepare responses to correspondence containing routine inquiries.
10. Perform general clerical duties to include, but not limited to, bookkeeping, copying, faxing, mailing and filing.
11. File and retrieve organizational documents, records and reports.
12. Coordinate and maintain records for staff, office space, telephones, parking, company debit card and office keys.
13. Coordinate and direct office services, such as records, budget preparation, personnel and housekeeping.
14. Create and modify documents such as invoices, reports, memos, letters and financial statements using word processing, spreadsheet, database and/or other presentation software such as Microsoft Office, QuickBooks or other programs.
15. May conduct research, compile data and prepare papers for consideration and presentation to the Executive Director, staff and Board of Directors
16. Set up and coordinate meetings and conferences.
17. Prepare agendas and make arrangements for committee, Board or other meetings.
18. Interact with the organization’s Board of Directors.
19. Attend Board, committee meetings or other meetings as requested in order to record minutes.
20. Compile, transcribe and distribute minutes of meetings.
21. Make travel arrangements for staff, board and volunteers.
22. Collect and maintain inventory of office equipment and supplies.
23. Research, price and purchase office furniture, equipment and supplies.
24. Arrange for the repair and maintenance of office equipment.
25. Support staff in assigned project-based work.
26. May supervise volunteers and other support personnel.
27. Assists in special events, such as fundraising activities and the annual meeting.
28. Assist with overall maintenance of the organization and its offices.
29. Other duties as assigned by Executive Director.

Knowledge, Skills and Abilities:
1. Computer literate.
2. Good writing, analytical and problem-solving skills.
3. Knowledge of principles and practices of organization, planning, records management and general administration.
4. Ability to communicate effectively.
5. Ability to operate standard office equipment, including but not limited to, computers, telephone systems, typewriters, calculators, copiers and facsimile machines.
6. Ability to follow oral and written instructions.

Minimum Qualifications:
1. At least three (3) years experience in general office responsibilities and procedures.
2. Must be computer literate.
3. Knowledge of principles and practices of basic office management and organization.
4. Knowledge of the basic principles and practices of bookkeeping.
5. Ability to work well either alone or as part of a team.

Contact:
James Werner, MBA
CERTIFIED FINANCIAL PLANNER TM
 
Halliday Financial Group
725 Glen Cove Avenue
Glen Head, NY 11545
Phone: 516/ 671-1099  x 245
Fax: 516/ 676-3528


Last Updated on Monday, 18 July 2011 17:45
 

Gold Coast Bank | Teller

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Job Title: Teller
Reports to: Branch Manager

Summary: To receive and process deposits, checks, payments and other transactions as well as issue negotiable instruments and other drafts by performing the duties as described below.
Duties and Responsibilities include, but are not limited to, the following.  Other duties may be assigned.
  1. Receives and processes deposits, withdrawals, checks, payments and other transactions in an accurate manner according to policies and procedures.
  2. Issues bank checks and other drafts.
  3. Promotes and sells the bank’s products and services to all customers and prospects.
  4. Oversees all daily operating procedures.
  5. Performs daily balancing procedures of cash drawer, ATM and branch cash and reports differences.
  6. Understands and follows procedures in case of robbery or other emergency.
  7. Performs back counter item scanning and reconciliation of work.
  8. Handles and maintains branch cash limits by ordering/shipping currency as needed.
  9. Prepares payrolls.
  10. Ensures exceptional customer service.
  11. Performs other duties as assigned.
Skills:
Oral communication skills
Math Aptitude
Written communication skills
Professionalism
Reading skills
Organization
Customer Relations
Time Management
Customer Service
Computer Literacy
Diplomacy
Keyboard Skills
Filing

Education:
High School Diploma or Equivalent.  Prior teller and/or banking experience helpful.

Contact: (631) 923-1720

Last Updated on Monday, 18 July 2011 17:41
 

IKON: ACCOUNT EXECUTIVE (OUTSIDE SALES)

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Position Profile:

The Account Executive's primary focus is to expand sales revenue as well as drive new market share by growing current accounts and hunting for new business. IKON offers you the potential for growth. To help you thrive, IKON provides an award-winning training program, an excellent support structure, impressive earning potential (base + commission + expenses) and a comprehensive benefits package.

Responsibilities:

Proposes the proper solutions to customer by integrating IKON technologies to include the appropriate front-end solutions, connectivity and hardware. Proactively develops new customer contacts, reviews leads, protects territory and participates in increasing revenue stream within current accounts. Actively participates in account reviews. With a team of specialists, coordinates the necessary resources to respond to major corporations, vertical markets (e.g. Legal) or a professional institution and exhibits leadership qualities to effectively direct people and projects.

Qualifications:
  • The ideal candidate will have a 4-year college degree or equivalent experience in a related field.
  • At least 1 year of business-to-business (B2B) successful account management and account development experience is also a plus.
  • Valid drivers license and reliable transportation required.
  • Should be PC and software literate.
IKON Office Solutions, Inc., a Ricoh company, (www.ikon.com) is a leading provider of innovative document management systems and services, enabling customers to improve document workflow and increase efficiency. IKON integrates copiers, printers and MFP technologies, and document management software and systems, to deliver tailored, high-value solutions, implemented and supported by its team of services professionals. IKON leverages the manufacturing and engineering expertise of Ricoh, a $22 billion global technology innovator, with the experience and reach of its locally based sales and services teams, to provide end-to-end solutions and one of the industry’s broadest portfolios of document management services, including on-site and off-site managed services, technical service and support, and customized workflow design and implementation.

Contact: Aimee Stretton 203-877-7000 x5423 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Click here for more on IKON!
Last Updated on Friday, 08 April 2011 18:12
 

F/T Administrative Assistant

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Well established Manufacturing Company based in Plainview, NY seeking full time Administrative Assistant.

Administrative Assistant daily duties include but are not limited to:
  • Organizing hard copy and electronic files
  • Conducting research and managing projects
  • Arrange guest and travel accommodations
  • Answering calls and keeping track of phone calls
The tools used by administrative assistants on a daily basis include:
Desk phone, Internet, mail and e-mail.

The equipment used will include:
Fax machines, Scanners, Videoconferencing systems and Photocopiers

Required skills: Microsoft Office: Word / Excel / Outlook / Access

Please attach resume to email.

Location: Plainview, NY
Compensation: Based on experience

Contact: Joseph Lavi @ This e-mail address is being protected from spambots. You need JavaScript enabled to view it or 516-297-8307