N Financial Plans Administrative Assistant Huntington, NY · Full time Company website

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N Financial Plans is a fee-only financial planning firm built for people who can’t afford the wrong advice. Based in Huntington, NY, we provide tax-smart, judgment-free guidance to attorneys, business owners, and high-earning professionals navigating complex financial lives. We take a tax-first, planning-forward approach to help clients make confident decisions across a range of high-impact situations—equity comp, liquidity events, business growth, IRS scrutiny, generational wealth planning, and more. Founded by Amir Noor, CFP®, EA, the firm blends technical fluency with lived experience. Amir began managing money for his immigrant family as a teenager and now brings nearly 20 years of professional experience to the table—with a calm, strategic mindset and zero product sales. We don’t sell insurance. We don’t earn commissions. We work directly for our clients. Whether you’re trying to optimize your finances, clean up a mess, or simply get clarity on what matters, N Financial Plans helps you protect your wealth and plan your next move with confidence.

About Us

N Financial Plans is a rapidly growing fee-only financial planning, tax, bookkeeping, and fractional CFO firm located in Huntington, NY.

We're looking for someone who genuinely enjoys organization, paperwork, and making sure nothing falls through the cracks. If you're the type of person who color-codes your calendar, likes checking things off a to-do list, and gets satisfaction from turning chaos into order, you'll probably love this position.

This role is perfect for someone looking to build a long-term career. As our firm continues to grow, there will be opportunities to take on more responsibility, learn bookkeeping and accounting, become QuickBooks Online Certified, and grow into operations or accounting roles over time.

What You'll Do

You'll help keep the business running smoothly by handling the administrative work that allows our advisors and accountants to focus on serving clients.

Responsibilities include:

• Preparing new client onboarding paperwork
• Following up with clients for signatures and missing documents
• Managing calendars and scheduling appointments
• Organizing electronic and physical client files
• Completing custodian paperwork with firms such as Charles Schwab
• Calling the IRS, state tax agencies, financial institutions, and other organizations on behalf of the firm and waiting on hold when necessary
• Tracking paperwork through completion and following up until issues are resolved
• Assisting with compliance documentation, manuals, and regulatory paperwork
• Preparing letters, forms, spreadsheets, and other documents using Microsoft Word and Excel
• Helping improve office organization and internal workflows
• Assisting with other projects as the firm continues to grow

Qualifications Required

• Strong organizational skills
• Excellent attention to detail
• Comfortable using Microsoft Word, Excel, Outlook, and Adobe Acrobat
• Strong written and verbal communication skills
• Ability to manage multiple projects at once
• Ability to work independently and solve problems
• Positive attitude and willingness to learn
• Comfortable making professional phone calls

Preferred

• Experience in hospitality, restaurants, retail management, banking, customer service, or another fast-paced environment
• Experience in an office or administrative role
• Experience working with confidential information
• Experience with CRM software or document management systems

No accounting experience is required.

Who Will Succeed Here

The best person for this job is someone who enjoys being the person everyone relies on.

You don't mind paperwork. In fact, you actually enjoy organizing it.

You're comfortable calling government agencies, banks, and vendors. You don't get frustrated sitting on hold because you know getting the answer is part of the job.

You notice details that other people miss.

You like keeping lists, staying organized, and making sure every project gets finished.

Most importantly, you're excited to learn. Over time, we'll invest in your professional development by teaching you bookkeeping, accounting, and office operations. As your responsibilities grow, your compensation will grow with them.

Compensation & Benefits

• $45,000–$60,000 annual salary depending on experience
• 401(k)
• Paid vacation and holidays
• Paid training and professional development
• Opportunities for advancement as the firm grows
• Potential to become QuickBooks Online Certified and take on accounting responsibilities in the future

How to Apply

Please submit your resume along with a brief note telling us why you're interested in this position.

In your application, we'd also love to know:

• Tell us about a time you had to juggle multiple priorities at once.
• What types of work do you enjoy most?
• What software programs are you most comfortable using?
• Why are you interested in joining a growing small business rather than a large corporation?

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan

Ability to Commute:

• Huntington, NY 11743 (Required)

Work Location: In person