Financial Administrative Assistant

Financial Services Administrative Assistant

Overview

This position provides essential clerical and operational support to financial advisors. This role supports daily operations by managing client communications, preparing paperwork, maintaining accurate records and handling scheduling all while adhering to strict confidentiality and compliance standards.

Core Responsibilities and Duties

· Client Service & Communication: Acts as the primary point of contact, answering phones, greeting clients, and handling client inquiries.

· Account Support and Maintenance: Opens new client accounts, processes account updates and handles transactions such as deposits, withdrawals, and claims. Contacts financial services companies to facilitate transactions.

· Documentation and Compliance: Prepares, scans, and files client paperwork, including new account applications, transfers, statements, and compliance documents. Ensures all records adhere to industry regulations and internal policies.

· Administrative: Keeps schedules for Registered Representatives and prepares documents for client meetings.

· Maintains office supplies and equipment, manages mail, filing and performs any other general office work

Required Skills and Qualifications

· Experience: Minimum of 2 years in an administrative role, preferably within financial services, insurance or banking

· Education: High school diploma or equivalent is required. Associate or bachelor’s degree in finance or business is preferred.

· Technical Proficiency: Strong proficiency in the use of computers, including Microsoft Office. Able to use and troubleshoot office machines.

· Communication: Excellent written and verbal communication skills.

· Organization: High attention to detail, with the ability to prioritize and multitask.

· Confidentiality: Demonstrates discretion in handling sensitive and confidential information.

Physical Demands

Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds.

Work Authorization

Employee must be legally authorized to work in the United States.

FLSA Classification

Hourly, Non‐Exempt

Typical Weekly Hours Required

36 hours. Half days on Friday.

Location

In office position in West Seneca, NY

Compensation & Benefits

This role pays $29.00 per hour, depending on experience, skills, and certifications. This range represents our good faith estimate at the time of posting, in compliance with New York State pay transparency requirements.

Join us as a Financial Administrative Assistant to be an integral part of our team’s success! Your dedication to organization, communication excellence, and proactive support will help us deliver outstanding service.

C & M Capital Resources is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.

Pay: $24.00 - $29.00 per hour

Expected hours: 36.0 per week

Benefits:

• Paid time off
• Retirement plan

Work Location: In person

Salary : $24 - $29