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Part-time Financial Services Assistant

Orchard Park, NY 14127

Posted: 10/10/2023 Employment Type: Permanent Industry: Financial Services Job Number: 6990 Pay Rate: $18-20/hour

Job Description

Direct Hire Part-time Position: Monday-Friday 9a-1p
Perfect opportunity for someone who is looking to work around school drop-off/pick-up!
Convenient suburban office location!

A financial advisory practice located in the suburbs of Buffalo is looking for a Financial Services Assistant to join their busy team on a part-time basis. In this role, you will assist in managing the day-to-day operations by providing administrative support to the financial planning office.

Duties and Responsibilities:
  • Preparing client communication and tracking business correspondence
  • Scheduling appointments and meetings
  • Managing compliance requirements
  • Answering phones and placing client reminder calls
  • Other administrative duties as assigned

Job Requirements

  • 2+ years of administrative experience
  • Experience in a financial services office is a plus
  • Strong organizational skills and high attention to detail
  • Effective communication skills
  • Strong computer skills
  • Excellent time management and multitasking skills


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

Renata Papisz
Legal Staffing Manager

Renata joins Key Resource Group’s Legal Division with over ten years of staffing experience in the legal, administrative, executive, and healthcare arenas. Highly skilled in full-cycle recruiting, she has sourced for high-volume key accounts in many specialized areas.Renata joins Key Resource Group’s Legal Division with over ten years of staffing experience in the legal, administrative, executive and healthcare arenas. Highly skilled in full cycle recruiting, she has sourced for high volume key accounts in many specialized areas over the years. 

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