Administrative Assistant

Located in Cheektowaga, NY

Salary: up to $45k/year

Financial Administrative Assistant for a Wealth Management Group in Cheektowaga, NY!

 

Hours: M-F / 9am-5pm

Pay: up to $45k/year

 

Position Overview

The primary responsibility of this position is to assist Financial Professional(s) by organizing and ensuring proper completion of all client paperwork, following-up on client service issues, maintaining files, and performing various tasks as needed.

 

Position Requirements

• 6-12 months securities or related industry experience
• Strong detail orientation including the ability to review forms for accuracy and completeness
• Ability to create a positive work environment, be punctual and proactive
• Ability to effectively function as a team player
• Ability to organize, prioritize and handle multiple tasks and competing responsibilities
• Ability to work under pressure and meet deadlines
• Ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner
• Ability to be at work on a regular basis
• Skill in effective verbal and written communication
• Skill in software technology and office equipment including the willingness to research, self-study of technology options to create efficiency.
• Skill in utilizing various software packages such as Microsoft Office, Outlook,

 

Position Duties/Tasks

• Organize, coordinate, and maintain all client paperwork.
• Correspond with clients to complete new accounts, asset transfers, and other forms.
• Maintain client files.
• Take client service inquiries.
• Resolve client problems and/or forward to appropriate person for handling.
• Communicate with the broker/dealer and product (mutual fund & insurance) contacts.
• Maintain broker records, logs, and blotters.
• Utilize internet-based technology to process and follow-up on business.
• Perform daily tasks and maintain duties as related to office activities and client meetings.
• Schedule and confirm appointments for existing clients.
• Prep, process and follow up on client account forms.
• Perform various miscellaneous tasks as assigned.

 

Candidates are encouraged to send their resume to jamisyn.huckle@expresspros.com for immediate consideration

 

Express Employment Professionals

3140 Sheridan Drive

Amherst, NY 14226

716-833-3348

Apply Now