David Lerner Associates, Inc. ยท 1 day ago
Administrative Sales Support
White Plains, NY
Full-time
Onsite
Entry Level
$40K/yr - $45K/yr
2+ years expDavid Lerner Associates, a leading investment firm for nearly 50 years, is recruiting for a full-time Sales Assistant to join their White Plains, NY branch office. This role provides professional administrative, customer service, and marketing support to Investment Counselors and their clients, ensuring accurate and high-quality service.
BankingFinancial ServicesReal Estate
Hiring Manager
Keira Birycki
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
Qualification
Required
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
Benefits
Ongoing training and licensing support
Opportunity to build a long-term career in the financial services industry
Company
David Lerner Associates, Inc.
David Lerner Associates is a financial services company that provides leasing and home loan services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Martin Walcoe
President and CEO
Sal S.
VP and CTO
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