Administrative Assistant - Financial Services

Our client, a highly regarded Financial Advisement team, is actively seeking a professional, motivated and detail oriented Administrator for their growing firm.  This role offers stability, excellent room for growth- both professionally and financially, and is part of one of the most sought after Financial Advisory firms in Western New York.   This position offers flexible hours, Monday-Friday.  Hours are 8:00a-4:30p OR 7:30a-4:30pContract to hire after successful probationary period Pay is $20/hr+, Depending on ExperienceHuge opportunity to have a long lasting, stable career with an award winning team.Job Duties will include:

• Help a financial advisors to deliver a high level of customer service to clients.  
•  Prepare, scan, email, fax and file investment and insurance forms on a daily basis
• Data enter into a high volume of forms with a high level of accuracy
• Review forms for accuracy and correct data entry errors
• Call financial service centers throughout the day to request help with forms and client service requests
• Answer phone calls, respond to emails, schedule and confirm meetings with clients
• Assist clients with basic service requests
• Call and email clients to obtain information and update client contact info as it changes
• Prepare and print reports for meetings

Qualifications:

• 1+ year of office experience
• Associates Degree or higher, experience to be considered in lieu of education  
• Extreme attention to detail, strong sense of urgency
• Exceptional verbal and written communication skills
• Ability to quickly identify and resolve data entry errors
• Excellent time management and organizational skills
• A professional demeanor, integrity, and a positive attitude
• An excellent ability to prioritize, decision make and problem solve independently
• An ability to handle competing priorities and interruptions throughout the day
• Proficiency in Microsoft Outlook, Word & Excel
• A desire to learn and grow in the position long term

This role will also require a credit and extensive background check.  #cb