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Sales assistant Jobs in Buffalo, NY

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Sales assistant • buffalo ny

Last updated: 5 hours ago

Financial Sales Assistant

LEGEND WEALTH MANAGEMENT LLCAmherst, NY, US
$21.00 hourly
Full-time

The Legend Group, acquired by Lincoln Investment in 2017, is a full-service broker-dealer and registered investment adviser.Lincoln Investment is dedicated to helping individuals and families achie... Show more

Administrative Assistant

DaVita Kidney CareCleve Hill Dialysis Center
$18.50 hourly
Full-time

Main StSte 400, Amherst, New York, 14226-3120, United States of America.We encourage fun, on and off the clock.Be the "face" of one of our outpatient or hospital facilities-and use your administrat... Show more

Assistant Store Leader (Assistant Manager)

7-elevenBuffalo, NY, United States
$16.00 hourly
Full-time

Assistant Store Leader (Assistant Manager).Eleven is an iconic family of brands with over 86,000 locations, surpassing every retailer in the world.We revolutionize convenience, restaurants and fuel... Show more

Administrative Assistant

Lawley InsuranceWilliamsville, New York, United States
$45,000.00 yearly
Full-time
Quick Apply

This growth‐oriented position is responsible to deliver a combination of exceptional customer service and administrative functions, in support of Financial Advisors such as: answering multiple line... Show more

Administrative Assistant

AmpcusBuffalo, NY
Full-time

Technology and Business consulting services.We are in search of a highly motivated candidate to join our talented Team.Job Title: Administrative Assistant .Individual will be tasked to support the ... Show more

Medical Assistant

Neighborhood Health CenterBuffalo, NY, United States
$21.00 hourly
Full-time

If you believe healthcare is a right, that everyone deserves high quality care so they can enjoy their highest level of health and wellbeing, and you value each person's individual story consider ... Show more

Assistant Administrator

The McGuire GroupBuffalo, NY, United States
Full-time

Garden Gate is seeking an experienced and motivated Assistant Administrator to join our leadership team.This is an opportunity to grow within a highly supportive organization focused on operational... Show more

Assistant Manager

JM Tonawanda NYWillimsville, New York, United States
Full-time

Jersey Mike's Subs has been making amazing subs since 1956 in Point Pleasant New Jersey!.The Jersey Mikes tradition was founded on a strong sense of community and commitment to the personal and pro... Show more

Dental Assistant

Western New York Dental GroupBuffalo, NY, United States
Full-time

As a Dental Assistant with our practice, you will be responsible for assisting our providers in delivering quality care to patients.The ideal candidate will be comfortable working in a team environ... Show more

Specialist/Assistant Manager, Sales Tax

New Era CapBuffalo, NY, United States
Full-time

Buffalo, NY with an authentic sports heritage that dates back over 100 years.Best known for being the official on-field cap for MLB, official sideline cap for NFL, and official on-court cap for NBA... Show more

Medical Assistant

Medical Health Associates of Western New YorkBuffalo, NY, United States
Full-time

Join Our Team as a Patient Service Representative!.About Us: At Main Pediatrics (a division of Medical Health Associates of WNY), we provide exceptional pediatric care and a positive experience for... Show more

Medical Assistant

VKP Medical PLLCWilliamsville, NY, US
$20.00 hourly
Full-time

Career Advancement Opportunities.As a Medical Assistant, you will be preparing for each patient visit by preparing charts and pulling notes before their arrival, providing routine support alongside... Show more

Assistant Manager

Mighty TacoWilliamsville, NY
Full-time

Founded in 1973, Mighty Taco operates 19 locations across Western New York, serving fast, fresh “Buf-Mex” food with a loyal following known as “Mighty Nation.We are seeking a motivated and results-... Show more

Dental Assistant

Jericho Road Community Health CenterBuffalo, NY, United States
$19.00 hourly
Full-time

Jericho Road Community Health Center is actively seeking a Dental Assistant.This position is full-time, within the Dental Department, at our 1021 Broadway location.Jericho Road offers the opportuni... Show more

Assistant Superintendent

Michael PageBuffalo, NY, United States
Permanent

Building And Construction Assistant Superintendent.Our client is a well-respected contractor with a strong reputation for delivering high-quality Building and Construction projects across the regio... Show more

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Financial Sales Assistant

Financial Sales Assistant

LEGEND WEALTH MANAGEMENT LLCAmherst, NY, US
30+ days ago
Salary
$21.00 hourly
Job type
  • Full-time
Job description
Benefits:
  • 401(k) matching
  • Vision insurance
  • 401(k)
  • Health insurance
  • Paid time off

Company Description
The Legend Group, acquired by Lincoln Investment in 2017, is a full-service broker-dealer and registered investment adviser. Lincoln Investment is dedicated to helping individuals and families achieve long-term financial security through expert guidance from independent financial professionals and a wide array of tailored investment choices. Our mission is to support the financial well-being of our clients as they navigate life's important milestones. With a foundation rooted in integrity and excellence, we strive to provide comprehensive solutions for our clients’ financial goals.

Job Description
Administrative Assistant/Financial Sales Assistant
The Legend Group, an established and growing financial services firm located in Buffalo, NY, is seeking an assistant with excellent administrative skills who desires to support our clients and team of financial advisors. We are looking for a passionate individual that will deliver an exceptional experience for our clients while supporting our team of advisors.
Responsibilities:
Client Service
  • Ability to provide excellent customer service contact/client facing experience
  • Perform general administrative duties including, but not limited to, answering phones, filing, processing mail, scheduling meetings and other responsibilities that support the company
  • Maintain information in the company CRM database, including, but not limited to, entering new contacts and/or companies, creating groups and/or running reports and creating workflow efficiencies
Advisor Support
  • Prepare advisors for client and prospect meetings on an ongoing basis. Gather and prepare for use all necessary presentation and sales materials, compile meeting agendas, performance reports and account applications
  • Onboard new clients including the set-up of accounts, recurring money movements, online access, and the scheduling of the ongoing account review cycle
  • Proactively work to ensure all advisor client follow-up and associated tasks are completed; create workflow in CRM system to track all outstanding follow-up tasks to be reviewed regularly with each advisor
Qualifications:
  • Minimum two years of experience in sales/administrative support (preferably in Financial Planning)
  • Knowledge of Company products and services
  • Computer experience: Microsoft Office Suite, including Excel
  • Proven ability to meet deadlines as well as effectively identify and solve problems
  • Strong time management, organizational skills; able to effectively prioritize/multi-task
  • Ability to work independently as well as cohesively with advisors and team members
  • Must maintain a high level of confidentiality and have a client-focused, helpful attitude
  • Superior Communication skills – Communicates courteously, professional, and effectively in a variety of ways with diverse audience, including use of good grammar
  • Energetic and results-oriented
  • FINRA Series 6 or 7 license preferred but not required
  • Job Type: Full-time
  • Salary: Negotiable depending on experience
Send resume to mhanavan@lincolninvestment.com
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