We 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
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