Overview
Financial Planning Engagement Desk – Associate Planning Director Jobs in Purchase, NY at Morgan Stanley
✅ Seeking a Detail-Oriented Pro! Become a Finance & Admin Assistant with Audi!
Join Our Winning Team!
Finance, Rebate, and Admin Assistant
Audi Jacksonville & Audi Orange Park
Are you ready to accelerate your career with one of Jacksonville’s premier Audi dealerships? Audi Jacksonville and Audi Orange Park are seeking a motivated, detail-oriented Finance, Rebate, and Admin Assistant to join our dynamic team. If you thrive in a fast-paced environment and have a passion for organization and precision, we want to hear from you!
Position Overview:
The Finance, Rebate, and Admin Assistant will work closely with our Finance and Administrative teams to ensure accurate processing of financial documents, rebate submissions, and daily administrative support. This role is vital to maintaining the high standards our clients expect and helping drive the continued success of our dealerships.
What We Offer:
Competitive compensation
Comprehensive benefits package (medical, dental, vision, 401k)
Paid time off and holidays
Employee discounts on vehicles, service, and parts
Career growth opportunities within our dealership group
A positive and professional work environment
Location:
Audi Jacksonville — 11401 Atlantic Blvd, Jacksonville, FL 32225
Audi Orange Park — 7230 Blanding Blvd, Jacksonville, FL 32244
Key Responsibilities:
Assist with the preparation and processing of finance and lease paperwork
Submit and track manufacturer rebates and incentives
Perform RDR (Retail Delivery Reporting) reconciliations accurately and on time
Post daily SEO-optimized content on dealership websites using an AI platform
Make daily document runs to the Accounting department
Maintain and monitor daily reports such as Contract-in-Transit and Vehicle Sale Reports
Audit deals for completeness and compliance with company and manufacturer standards
Communicate effectively with lenders, manufacturers, and internal departments regarding deal status
Maintain accurate digital and physical filing systems
Provide general administrative support to the Finance and Admin teams
Ensure all deadlines and reporting requirements are met consistently
Qualifications:
Prior automotive dealership experience preferred (but not required)
Strong administrative, organizational, and multitasking skills
High attention to detail and ability to work independently
Proficient with Microsoft Office Suite (Word, Excel, Outlook)
Familiarity with CDK/Dealertrack/DMS systems is a plus
Excellent communication and interpersonal skills
Ability to learn and adapt to new technologies and platforms, including AI-driven tools
High school diploma or equivalent required; college coursework a plus
Must be able to pass pre-employment screen (background & hair follicle drug test)
How to Apply:
Submit your resume and cover letter today! Please indicate your preferred location (Jacksonville or Orange Park) when applying. We look forward to having you as part of our Audi family!
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Title: Financial Planning Engagement Desk – Associate Planning Director
Company: Morgan Stanley
Location: Purchase, NY
