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Financial Services Assistant

4 months ago

Buffalo, United States MEMBERS ADVISORY GROUP LLC Full time
Job DescriptionJob DescriptionWe are a rapidly growing Registered Investment Advisory (RIA)/Financial Services Firm located in Williamsville, NY.  We are excited to have the opportunity to add a new Financial Services Assistant to our successful team  You will be responsible for assisting our clients with the following:

Responsibilities Include:

* Handling client calls, both incoming and outgoing
* Preparing and processing paperwork
* Troubleshooting and resolving client issues and concerns
* Documenting and updating client records based on interactions
* Scheduling appointments for 2 advisors
* Calculating and processing Required Minimum Distributions

Qualifications:

* Previous experience in the financial services industry preferred
* Ability to build a rapport with clients
* Ability to prioritize and multitask
* Positive and professional demeanor
* Excellent written and verbal communication skills