What are the responsibilities and job description for the Financial Advisor Assistant position at Lawley Insurance?
TO APPLY - Please utilize the following link : https : / / www.lawleyinsurance.com / careers / sales-assistant-williamsville-ny-onsite /
Lawley is looking for an administrative assistant for their Williamsville, NY wealth management office! This position would be responsible for delivering a combination of exceptional customer service and administrative functions, in support of Financial Advisors such as : answering multiple line phones, maintaining Advisor’s schedules, managing calendars, preparing portfolio reviews, and maintaining compliance standards. The ideal candidate would have at least one year of experience in an office setting and have an interest in a long-term growth administrative position. Extensive training, support, and licensing as well as a comprehensive package is provided, including a competitive base, benefits, 401K, paid parking, generous PTO and so much more! If you have some administrative experience, are looking for a long-term administrative career, and desire to join one of the best places to work in WNY, please consider applying today!
Fundamental Components of the Job :
- This growth-oriented position is responsible for delivering a combination of exceptional customer service and administrative functions, in support of Financial Advisors such as : answering multiple line phones, maintaining Advisor’s schedules, managing calendars, preparing portfolio reviews, maintaining compliance standards, etc.
- The position is designed to grow to a Registered Administrative Assistant, who would do all the above and execute trade orders, once licensed. Georgetown Lawley will support this growth through on-the-job training, and licensing support and will review for increased compensation, once licensing is obtained.
Other functions of the job :
Expand and grow in your role when supporting miscellaneous duties as requested
Skills / Traits That We Value for This Role :
What’s in It for You?
A bit about Lawley!
Why Lawley?
The compensation range for this position takes many factors into consideration including but not limited to : years of experience / training, skill set, and licenses / designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $37,950.00 to $63,250.00.
About Lawley Insurance :
The Lawley MissionLawley is a dynamic, independent regional firm of insurance professionals specializing in property and casualty, employee benefits and risk management consulting. We protect assets and minimize risk to help our customers avoid financial hardship. We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust.We would love to welcome you to our Lawley Family! Take a look at our careers page to get more information on our current openings : https : / / www.lawleyinsurance.com / career-opportunities /
Salary : $37,950 - $63,250
