Administrative Assistant
$45,000–$63,250 year
Hybrid · Buffalo, New York, United States
Job Summary
Administrative Assistant to support Financial Advisors with professional customer service and administrative duties, including answering multi-line phones, managing calendars, preparing portfolio reviews, maintaining compliance standards, and potential growth to a Registered Administrative Assistant handling trade orders once licensed. Role offers hybrid schedule, on-the-job training, licensing support, competitive salary, strong benefits, and opportunities for educational and career advancement within Lawley’s long-standing family-owned insurance brokerage, with a focus on relationship-building and client service.
Required Qualifications
- 2+ years office, administrative or customer service experience
- Associate degree or higher preferred
- Proficient MS Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to pass a comprehensive background check upon hire
- Pass licensing review and training for certification (SIE, Series 6 & 63) within first year with company support
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