10/26/2026
Job Opening: Administrative Assistant
Location: Yorktown Heights, NY
Position Type: Full-Time
About Us
At Joseph P Lucia and Associates, LLC , we are a dedicated, client-focused financial advisory firm helping individuals and families navigate their financial futures with clarity and confidence. As a close-knit team, we pride ourselves on building long-lasting relationships, maintaining exceptional attention to detail, and delivering top-tier service.
We are looking for an organized, proactive, and welcoming Administrative Assistant to serve as the backbone of our daily office operations and the friendly face of our firm.
Position Overview
As our Administrative Assistant, you will play a critical role in keeping our firm running smoothly. You will handle client communications, manage calendars, prepare materials for client meetings, and support our financial advisors with administrative tasks.
This is an ideal role for someone who is detail-oriented, highly trustworthy, excels at multitasking, and enjoys interacting with clients.
Key Responsibilities
• Client Experience: Greet clients warmly (in person and via phone), handle incoming inquiries, and ensure a professional, welcoming office environment.
• Calendar & Scheduling: Manage advisor schedules, coordinate client review meetings, and confirm appointments.
• Document & Data Management: Prepare meeting folders, client onboarding packets, and maintain accurate client records in our CRM system.
• Operational Support: Process incoming and outgoing mail, handle filing, order office supplies, and liaise with vendors.
• Compliance & Workflow: Assist with basic compliance documentation and follow-up on action items following client meetings.
• Notary Licensed – Not required but a plus.
Qualifications & Skills
• Experience: 1–3+ years of administrative, office support, or customer service experience (experience in financial services, banking, or professional services is a plus).
• Tech-Savvy: Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and comfort learning new software/CRM platforms.
• Communication: Excellent verbal and written communication skills with a professional demeanor.
• Organization: Exceptional organizational skills, high attention to detail, and the ability to prioritize tasks effectively.
• Integrity: Strong commitment to maintaining strict client confidentiality and handling sensitive financial information responsibly.
What We Offer
• Competitive compensation: $45K to $60K
• Benefits package including Paid Time Off and Professional Development Assistance.
• A supportive, team-oriented work environment with opportunities to learn and grow within the financial services industry.
How to Apply:
If you are detail-oriented, client-focused, and eager to contribute to a growing firm, we would love to hear from you!
Please send your resume and a brief cover letter explaining why you’d be a great fit for our team to [email protected] with the subject line "Administrative Assistant Application - [Your Name]".
