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Financial Services Assistant
Financial Services AssistantMEMBERS ADVISORY GROUP LLC • WILLIAMSVILLE, NY, US
Financial Services Assistant

Financial Services Assistant

MEMBERS ADVISORY GROUP LLC • WILLIAMSVILLE, NY, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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
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Financial Services Assistant • WILLIAMSVILLE, NY, US

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