ABC Employment Agency

Customer Service Associate, for financial advisor firm,
Location: US-NY-Hauppauge - 11793

Company is a small, quality SEC registered investment advisor and financial planning firm serving local and national clientele. We pride ourselves in our commitment to assisting clients in reaching their financial goals in a way that always puts the client's interests first. We consistently deliver a high level of service and responsiveness. We address a broad spectrum of client concerns including investment planning, retirement planning, tax planning, education funding, insurance planning, asset protection and estate planning.

Position Summary:

Serve as a primary contact for clients. Provide clients with excellent service and a high degree of responsiveness with the objective of developing and maintaining a superior level of client satisfaction. Develop analyses and materials for periodic client reviews. Process new accounts, transactions, and asset transfers. Assist financial advisors in business development activities.

Meet, greet, and welcome clients and guests to our office. Perform general office and administrative functions.

Duties and Responsibilities:

• Process account activity and implementation of financial planning recommendations for existing clients. Coordinate onboarding of new clients including collection of information and processing applications. Prepare portfolio proposals, transfer forms, account changes, and related documentation. Follow up to ensure that transactions and changes are completed accurately on a timely basis.

• Create analysis, documentation, reports, and agenda in preparation for periodic client review meetings. Coordinate with financial advisors to ensure that we are fully prepared to meet and exceed client expectations. Perform post-meeting communication with clients, assigned activities, digital filing/retention of documents, and update to client relationship management (CRM) database.

• Respond to routine client inquiries and administrative needs such as the forwarding of forms, obtaining duplicate statements, address changes, and resetting passwords.

• Provide in-person and internet based training tutorials to clients regarding their use of online portfolio access applications.

• Schedule and confirm in-person and Zoom appointments with clients and prospects via phone, text, email and written correspondence as appropriate. Utilize CRM to manage the office calendar and to capture conversations, notes, documents, and important information relating to clients and prospective clients.

• Meet and greet visitors to the office. Answer, screen and direct incoming phone calls. Review email and text messages from clients, prospects, and vendors. Ensures that the company team is aware of communications that require follow-up.

• Assist in the administration of financial education programs including live and recorded webinars, in-person workshops. Maintain accurate website and social media listings of events. Confirm registrant attendance prior to the event. Contact attendees subsequent to event to schedule follow-up phone calls, zoom meetings and in-person meetings.

• Assists in digital marketing, maintenance of company website and social media sites, and providing administrative support for marketing programs such as email campaigns, blogs, and newsletters.

• Perform general office and clerical tasks including filing, data entry, operating and maintaining office equipment, (fax, copy, scanner, printer, postage meter, etc.), ordering supplies, and occasional local errands (bank, post office, etc.).

Requirements:

• High school diploma or equivalent. Associate degree a plus.

• Securities licenses are a strong plus. Securities industry experience a plus.

• A minimum of three years of office experience with one year of client/customer

service.

• Excellent communication and interpersonal skills. Demonstrated experience handling client needs with tact and dlplomacy including ability to quickly maI‹e people feel relaxed and comfortable. Good telephone etiquette.

• Professional and neat personal presentation; friendly and pleasant personality.

• Attention to detail, ability to multitask, capable of working cooperatively with colleagues to support company objectives.

• Computer sl‹iIIs including proficiency with Microsoft Office 365; working knowledge of Excel and PowerPoint a plus.

• This position is subject to regulatory background screening requirement
Patrick Stryker
Jerrold Lubliner
ABC Employment
Office 516 785 3244
Cell 516 589 0310
Email : [email protected]

Employment Agency, Temporary, Permanent, Staffing, Placement | Bellmore, NY Locate temporary and permanent staff placement with ABC Employment Agency, offering full-service staffing solutions in Bellmore, NY.

Driver CDL B for aircraft parts company
Location: US-NY-Rockville Centre - 11793

We are seeking a Driver CDL B Needed For Aircraft Parts Company. This job consists of local driving to and from the airports and Nassau, Queen area. We are a national company with competitive salary, good benefits and opportunity for advancement.

Responsibilities:

Safely operate a CDL B truck
Load and unload cargo
Properly track and document activity log
Report any issues or incidents to dispatch
Inspect truck before and after trip
Qualifications:

Previous experience in truck driving or other related fields
Commercial driver's license
Ability to handle physical workload
Strong work ethic

Send resumes as a word doc to :[email protected]
Patrick Stryker
Jerrold Lubliner
ABC Employment
Office 516 785 3244
Cell 516 589 0310
Or Fax:239-689-5951
Email : [email protected]

Employment Agency, Temporary, Permanent, Staffing, Placement | Bellmore, NY Locate temporary and permanent staff placement with ABC Employment Agency, offering full-service staffing solutions in Bellmore, NY.

Administrative Sales Assistant
Location: US-NY-Farmingdale - 11793

We are seeking an Administrative Sales Assistant to join our team! You will perform clerical and administrative functions in order to drive company success.

Responsibilities:

Draft correspondences and other formal documents
Plan and schedule appointments and events
Greet and assist onsite guests
Answer inbound telephone calls
Develop and implement organized filing systems
Perform all other office tasks
Qualifications:

Previous experience in office administration or other related fields
Ability to prioritize and multitask
Excellent written and verbal communication skills
Strong attention to detail
​Strong organizational skills
Please send updated resumes to
Patrick Stryker
Jerrold Lubliner
ABC Employment
Office 516 785 3244
Cell 516 589 0310
Email : [email protected]

Employment Agency, Temporary, Permanent, Staffing, Placement | Bellmore, NY Locate temporary and permanent staff placement with ABC Employment Agency, offering full-service staffing solutions in Bellmore, NY.

Dispatcher for Commercial Moving & Stroage Co,
Location: US-NY-Farmingdale - 11793

Moving storage company in Farmingdale NY is looking for a corporate dispatcher to join the team.

Responsibilities include:

Scheduling and dispatching drivers, work crews, vehicles or equipment to appropriate locations according to predetermined schedules, customer requests or immediate needs
Relaying information such as work orders or other messages to and from work crews, field inspectors, supervisors or emergency personnel
Using telephones, two-way radios or text messages to contact employees or emergency personnel.
Speaking with supervisors or customers to resolve problems, requests for services or equipment.
Preparing daily work such as schedules
Preparing work orders for crew or receiving work orders from work crews
Being in charge of communications within company assigned territories.
Keeping and organizing work requests, customer requests, completed work requests, charges for work performed, expenses for services performed, inventory records and other information.

Please send us your resumes or call
Patrick Stryker
Jerrold Lubliner
ABC Employment
Office 516 785 3244
Cell 516 589 0310
Email : [email protected]

Employment Agency, Temporary, Permanent, Staffing, Placement | Bellmore, NY Locate temporary and permanent staff placement with ABC Employment Agency, offering full-service staffing solutions in Bellmore, NY.

Driver, van deliveries, Courier Service, good pay & benefits
Springfield Gardens NY
Truck drivers, non CDL required needed for courier services that specializes in entertainment and media event. Must drive to local airports pick up parcels and deliver them into Manhattan for different events. You should have a clean driver's license, pass a TSA screening, have a good knowledge of the local airports, be comfortable driving in the city, be able to do some moderate lifting, and have previous box truck experience. Day and evening shifts are available, and you should be able to work on a weekend day if necessary. This company offers good salary, benefits and opportunities for advancement.

Driver Schedule –

Monday to Friday 12PM-8PM
Tuesday to Saturday 3PM-11PM
Must have at least 1 year of Airport experience and City (including the boroughs experience)

Please send Resumes to:
Patrick Stryker
Jerrold Lubliner
ABC Employment
Office 516 785 3244
Cell 516 589 0310
Or Fax:239-689-5951
Email : [email protected]

Employment Agency, Temporary, Permanent, Staffing, Placement | Bellmore, NY Locate temporary and permanent staff placement with ABC Employment Agency, offering full-service staffing solutions in Bellmore, NY.

Medical Assistant and Front Desk needed for busy dermatology practice Garden City, NY

Our Dermatology office is looking for a full time Medical Assistant and Front Desk people! Will consider trainee's

If you are reliable, dedicated, energetic, fast paced and good with a computer this is an opportunity you would not want to miss. Typical tasks include rooming patients, assisting the doctor with procedures and surgeries, charting in electronic medical records, sterilizing instruments, patient call backs, etc. Dermatology experience is a plus but not mandatory.

The position would consist of assisting with biopsy and minor surgery's, cosmetic procedures, knowledge of EMR taking vitals and you should have a minimum of one plus years experience as a medical assistant. We will offer a competitive salary, medical benefits, 401, excellent work environment and good opportunity for advancement.

We also have need for medical front desk with lite to moderate experience.

SUMMARY
The front desk receptionist is responsible for operating an efficient front desk and providing excellent customer service. The receptionist maintains a positive relationship with patients, family members, other visitors, as well as fellow employees.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Open the reception area in a timely manner and monitor lobby activities taking action as needed.
Answer telephone, schedule appointments in computer, greet and direct patients.
Prepare patient charts for clinic by reviewing for any updates as needed.
Check-In patients in by updating demographic and insurance information in computer, collecting co-pays and Account Balances.
Check-Out Patients by collecting co-pays scheduling follow up appointments, scheduling incoming referrals.
Be proficient in operation of office equipment and report malfunctions immediately to supervisor.
Always interact with co-workers, patients and visitors in a friendly, professional, courteous manner.
Perform front office duties efficiently and correctly.
Accept changes to the front desk procedure with an open mind and a positive attitude.
Provide a role model for customer service and excellent patient care.
Assist with other duties as assigned
EDUCATION AND EXPERIENCE
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

18-26
Please check out our website abcemploymentagencyoflongisland.com

Send resumes as a word doc to :[email protected]
Or Fax:239-689-5951
Or call 516 785 3244