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Financial Administrative Assistant

Williamsville, NY 14231

Posted: 01/12/2025 Employment Type: Permanent Industry: Job Number: 7581 Pay Rate: $60,000 - $70,000

Job Description

Full- or part-time, direct hire opportunity with a small, but growing employer!
Great benefits: Flexibility for work life balance, friendly team, excellent health care benefits, generous PTO, bonus opportunities!


A financial services company is looking to add a Financial Administrative Assistant to their team on a full-time basis. This role is responsible for providing administrative support to a financial securities team.

Duties include:
  • Accurately entering trade details, account information and other related data into financial system
  • Maintaining records of securities transactions, client documents and compliance paperwork
  • Assisting with order entry confirmation and settlement processes
  • Generating reports on portfolio performance, client holdings and compliance metrics
  • Responding to client inquiries regarding account details
  • Administrative tasks such as scheduling meetings, calendar management, travel arrangements and preparing presentations

Job Requirements

  • 5+ years of related experience
  • Proficient with Microsoft Word, Excel, PowerPoint
  • Securities Series 6 and Series 7 license a plus, but not required
  • Basic understanding of financial concepts and securities regulations
  • Familiarity with financial securities trading platforms and accounting software
  • High attention to detail
  • Excellent written and verbal communication skills
  • Ability to prioritize and multitask


Key Resource Group, LLC considers applicants for all positions without regard to gender, race, color, religion, national origin, ancestry, age, marital status, sexual orientation, pregnancy, physical or mental disability, citizenship, veteran status, gender expression and/or identity, or any other class protected by federal, state, or local laws. Key Resource Group, LLC is an equal opportunity employer.

Meet Your Recruiter

Lisa Lamprecht
Director of Talent Acquisition

A graduate of Houghton Academy in Accounting and Business Administration, Lisa brings over 35 years of experience to the KRG team. Her experience includes finance, human resources, IT, marketing, property management, and a brief stint as a location scout for a county film commission in Northern California. She enjoys working behind the scenes to keep things moving smoothly. Her support keeps us working as a team, putting people to work as efficiently and seamlessly as possible.

Lisa is a New York transplant from California that loves living in Western New York. She is often asked why she left California. Her answer: the art scene, the architecture, and most importantly, the people! Buffalo has shown her over and over again that it really is the City of Good Neighbors.

When she is not working, Lisa enjoys spending time with her husband, Michael, and their dog Benny, a lab and border collie mix. She also is learning to paint with watercolor, crochets, and gardens when the weather permits.

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About Williamsville, NY

Looking to kickstart your career in the vibrant and growing area around Williamsville, New York? Dive into our job listings and discover the countless opportunities awaiting you in this charming region. Williamsville, located in Erie County, offers a perfect blend of small-town charm and big-city amenities. Known for its picturesque Main Street lined with boutique shops and delicious eateries, as well as its close proximity to iconic Buffalo attractions like the Buffalo Zoo and the Albright-Knox Art Gallery, this area truly has something for everyone. Embrace the thriving arts scene, catch a show at the historic Shea's Performing Arts Center, or cheer on the Buffalo Bills at the Highmark Stadium. Explore the nearby green spaces such as Glen Falls Park or take a stroll along Ellicott Creek. Join us in Williamsville and take the next step in your career journey today!