Financial Administrative Assistant

SC Parker LLC is seeking an experienced Administrative Assistant for full time and long-term employment in our Williamsville Financial Investment office. We are looking for a professional, organized and self-motivated individual to join our team and provide a high level of care and customer service to our clients as well as administrative support to the Financial Advisors in the office.

Duties and Responsibilities:

• Provides excellent customer service to clients and visitors
• Performs administrative functions
• Prepares documents for client appointments
• Establishes and maintains account records (both electronic and hard copy)
• Maintains communication with current clients through on-going mailings and phone calls
• Updates and maintains our proprietary client relationship and information management system
• Maintains compliance with regulatory standards
• Processes and/or oversees the processing of financial/business forms
• Assists in special assignments as needed

Desired skills/experience needed:

• Excellent customer service skills
• Good written and verbal communication skills
• Detail oriented
• Enjoys a fast paced environment and is able to work both independently and function as part of a team
• High level PC skills with good knowledge of Microsoft Office / Excel
• Three or more years of office/administrative customer service work experience
• Previous experience in the financial services industry a plus
• Active Notary Public commission a plus
• Associate’s degree level of education or higher

Additional Requirements needed:

• Professional and positive attitude
• Honest and ethical
• Highly motivated with a strong work ethic
• Neat, organized and detail-oriented

• Medical benefits available
• Paid time off upon hire
• Retirement benefits for vested staff
• Competitive salary based on experience
• Educational and growth opportunities

Shift / Hours: Monday – Friday 8:30am - 5pm Location: 5982 Main St. Williamsville, NY 14221

View our website at www.scparker.com for more details of our business.

Please submit your resume for consideration.

SC Parker LLC is an EOE.

Job Type: Full-time

Pay: $19.00 - $21.00 per hour

Expected hours: 40 per week

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift

Work Location: In person