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We are a rapidly growing Investment Advisory/Financial Services Firm located in Williamsville, NY. We are excited to have the opportunity to add a new Financial Services Assistant to our successful team! You will be responsible for assisting our clients with the following:
Responsibilities:
* Handle client calls, both incoming and outgoing
* Prepare and process paperwork
* Troubleshoot and resolve client issues and concerns
* Document and update client records based on interactions
* Schedule appointments for 2 advisors
* Calculate and process Required Minimum Distributions
Qualifications:
* Previous experience in the financial services field required
* Ability to build a rapport with clients
* Ability to prioritize and multitask
* Positive and professional demeanor
* Excellent written and verbal communication skills
We offer great work-related benefits such as personal office space, complimentary lunch on Friday's, tuition reimbursement and quarterly bonuses. Pay to commensurate industry experience.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
Compensation package:
Weekly schedule:
Work setting:
Experience:
Ability to Relocate:
Work Location: In person
Full Time
$49k-68k (estimate)
07/14/2024
07/28/2024
The job skills required for Financial Services Assistant (1 yr financial exp req) include Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Assistant (1 yr financial exp req). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Assistant (1 yr financial exp req). Select any job title you are interested in and start to search job requirements.