Financial Services Assistant

We are a rapidly growing Registered Investment Advisory (RIA)/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 Include:

• Handling client calls, both incoming and outgoing
• Preparing and processing paperwork
• Troubleshooting and resolving client issues and concerns
• Documenting and updating client records based on interactions
• Scheduling appointments for 2 advisors
• Calculating and processing Required Minimum Distributions

Qualifications:

• Previous experience in the financial services industry preferred
• Ability to build a rapport with clients
• Ability to prioritize and multitask
• Positive and professional demeanor
• Excellent written and verbal communication skills