Administrative Assistant

Job Description

Job Description

We are looking for a skilled Administrative Assistant to join our team on a contract basis in Wesbury, New York. This role is critical to supporting our operations during a medical leave of absence. The ideal candidate will be fast-learning, detail-oriented, and capable of managing sensitive financial tasks with professionalism.

Responsibilities :

• Facilitate funding processes for agents by initiating wire transfers through online banking systems.
• Verify payoff figures and account details by making necessary phone calls.
• Provide general administrative support to a cross-trained team to ensure seamless operations.
• Manage confidential financial information with discretion and accuracy.
• Coordinate with internal staff to address operational needs during the absence period.
• Maintain organized records and documentation related to financial transactions and administrative tasks.
• Previous experience handling settlement statements or payoff processes, with paralegal experience being a plus.
• Strong organizational skills and attention to detail.
• Ability to work independently and adapt quickly to new tasks.
• Proficiency in Microsoft Office 365, including Outlook, Excel, and Word.
• Familiarity with online banking platforms is advantageous but not mandatory.
• Excellent verbal and written communication skills.
• Demonstrated reliability and professionalism in handling sensitive information.