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Administrative Assistant - Financial Services

Rochester, NY · Administrative
Our client, a highly regarded Financial Advisement team, is actively seeking a professional, motivated and detail oriented Administrator for their growing firm.  This role offers stability, excellent room for growth- both professionally and financially, and is part of one of the most sought after Financial Advisory firms in Western New York.   

This position offers flexible hours, Monday-Friday.  Hours are 8:00a-4:30p OR 7:30a-4:30p
Contract to hire after successful probationary period 
Pay is $20/hr+, Depending on Experience
Huge opportunity to have a long lasting, stable career with an award winning team.

Job Duties will include:
  • Help a financial advisors to deliver a high level of customer service to clients.  
  •  Prepare, scan, email, fax and file investment and insurance forms on a daily basis
  • Data enter into a high volume of forms with a high level of accuracy
  • Review forms for accuracy and correct data entry errors
  • Call financial service centers throughout the day to request help with forms and client service requests
  • Answer phone calls, respond to emails, schedule and confirm meetings with clients
  • Assist clients with basic service requests
  • Call and email clients to obtain information and update client contact info as it changes
  • Prepare and print reports for meetings
  • 1+ year of office experience
  • Associates Degree or higher, experience to be considered in lieu of education  
  • Extreme attention to detail, strong sense of urgency
  • Exceptional verbal and written communication skills
  • Ability to quickly identify and resolve data entry errors
  • Excellent time management and organizational skills
  • A professional demeanor, integrity, and a positive attitude
  • An excellent ability to prioritize, decision make and problem solve independently
  • An ability to handle competing priorities and interruptions throughout the day
  • Proficiency in Microsoft Outlook, Word & Excel
  • A desire to learn and grow in the position long term

This role will also require a credit and extensive background check.  


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