Financial Services Coordinator

21 hours ago


Buffalo, New York, United States MEMBERS ADVISORY GROUP LLC Full time
Job Overview
We are a rapidly growing Registered Investment Advisory (RIA) firm seeking an experienced Financial Services Assistant. Located in Williamsville, NY, our team is dedicated to delivering exceptional client service. As a key member of our team, you will be responsible for handling client calls, preparing and processing paperwork, troubleshooting issues, and documenting client records.

The ideal candidate will have previous experience in the financial services industry, excellent communication skills, and the ability to prioritize tasks effectively. We offer a competitive salary of $45,000 - $60,000 per year, depending on experience.

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