Financial Services Associate

7 days ago


Buffalo, New York, United States MEMBERS ADVISORY GROUP LLC Full time
Job SummaryWe are seeking a highly skilled Financial Services Assistant to join our team at Members Advisory Group LLC. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients.

Key Responsibilities:
  • Manage client interactions, including phone calls and correspondence
  • Prepare and process client documents and paperwork
  • Resolve client issues and concerns in a timely and professional manner
  • Update client records and maintain accurate documentation
  • Schedule appointments for our advisors and manage their calendars
  • Perform calculations and processing for Required Minimum Distributions

Requirements:
  • Previous experience in the financial services industry is preferred
  • Excellent communication and interpersonal skills
  • Ability to prioritize tasks and manage multiple responsibilities
  • Positive and professional attitude
  • Strong analytical and problem-solving skills


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