Administrative Assistant/Financial Advisor 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 and Powerpoint
• 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

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Job Type: Full-time

Pay: $41,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Education:

• Associate (Required)

Work Location: In person