Administrative Assistant

Summary of responsibilitiesThis position provides administrative support to the advisors and staff members, interfacing with clients and maintaining operating efficiency with uploading documents to our database.

Principal responsibilities

• Greet incoming clients and get them settled into conference rooms
• File client statements, correspondence, and agreements so that all client filing is completed within five business days
• Handle phone calls from clients, when appropriate; transfer calls to advisor, schedule meetings
• Handle advisor needs proactively
• Perform mail merge for mailings, as directed by advisor

Make recommendations to systematize and improve office functioning

Background Check Required

Job Type: Part-time

Pay: $16.00 - $20.00 per hour

Ability to Commute:

• Orchard Park, NY 14127 (Required)

Work Location: In person