Administrative Sales Support

Location: Syosset, NY
Field: Additional Employment Opportunities
Job Type: Full-Time

Apply to this job before: Friday, May 28, 2021

David Lerner Associates, a leading investment firm for over 40 years, is recruiting for a full-time Sales Assistant (registered or unregistered) for our Syosset, NY branch office. If you desire to be part of a successful organization, enjoy working in a support role, and think you might have an interest in the financial services industry, this position may be for you.


This position is responsible for providing professional-level administrative, customer service, and marketing support to our Investment Counselors and their clients. Our ideal candidate will have a strong background in administrative support and be comfortable with all Microsoft Office Suite programs, especially Word and using Outlook calendar for scheduling.


Our Sales Assistants are an integral part of the success of the Investment Counselors they support. A typical day will include answering phones and providing customer service to our investors, and working collaboratively with your assigned Investment Counselor, assisting them as needed. You may be entering/verifying trade activity, preparing income planners, processing new account paperwork, or attending/preparing for a seminar.


Other important daily tasks will include creating and maintaining customer correspondence and providing customers with timely information and prompt resolution to their inquiries and concerns. You will also assist our brokers on operational and administrative questions and liaison between clients, Investment Counselors, and the Operations team.


Qualified candidates should be willing to sit for the SIE, Series 7, and 63 financial services licensing exams within the first 4-6 months of employment. We are more interested in a candidate with strong administrative support skills…licenses can be achieved after hire, however, current license holders will receive priority.


More importantly, you must possess excellent interpersonal and organizational skills and the ability to multi-task. This is a busy, fast-paced office…we can teach you about the financial services industry, but holding your own in an environment of quickly changing priorities is up to you.


Our benefits include Medical, Dental, Vision, HSA, FSA, company paid Life, and LTD and 401k. We also offer a competitive salary depending on license status, generous PTO, and a 35-hour workweek. Successful Sales Assistants experience earnings ranging from $60-100k per year.


For consideration, please send an email to  

David Lerner Associates, Inc. is an equal opportunity employer.