Finance Jobs in Amherst, NY

1 job found

Include remote jobs

2mo ago

Financial Administrative Assistant-2+ Years experience in a Financial Planning Role

Legend Wealth Management, LLC Amherst, NY

Amherst, NY

2mo ago Closed

$20 - $25/hr Full time Administrative Assistant Administrative Support Client Relations

This position is no longer accepting applications (closed Jun 27, 2026).

Job Description

Legend Wealth Management, LLC invites a detail-oriented Financial Administrative Assistant to join onsite in Amherst, NY. This full-time role blends client service with advisor support and CRM stewardship, offering a competitive hourly rate and a comprehensive benefits package. You will help maintain confidential client information, support onboarding, and keep the client-advisor workflow running smoothly in a professional, client-focused environment.

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Responsibilities

Deliver excellent customer service with strong client-facing interaction.
Handle general administrative duties such as answering phones, filing, mail processing, and scheduling meetings to support the firm.
Maintain CRM data by entering new contacts and companies, creating groups, running reports, and enhancing workflow efficiencies.
Prepare advisors for client and prospect meetings on an ongoing basis.
Gather and assemble presentation and sales materials as needed.
Compile meeting agendas, performance reports, and account applications.
Onboard new clients, including setup of accounts.
Manage recurring money movements and online account access.
Schedule the ongoing account review cycle.
Proactively ensure advisor client follow-up tasks are completed.
Create CRM workflows to track outstanding follow-up tasks and review them regularly with each advisor.

Requirements

Minimum two years of administrative support experience in Financial Planning.
Knowledge of the company’s products and services.
Proficiency with Microsoft Office Suite, including Excel and PowerPoint.
Proven ability to meet deadlines and solve problems effectively.
Strong time management and organizational skills; capable of prioritizing and multi-tasking.
Ability to work independently as well as collaboratively with advisors and team members.
Maintain a high level of confidentiality and exhibit a client-focused, helpful attitude.
Strong communication skills; professional, courteous, and effective with diverse audiences, with good grammar.
Energetic and results-oriented approach.
FINRA Series 6 or 7 license preferred but not required.

Technologies

Microsoft Office Suite
Excel
PowerPoint
CRM

Job Details

Location: Amherst, NY (onsite)
Salary: $20.00 - $25.00 per hour
Job Type: Full-time
Work Location: In person

View full job page →

Get Finance Jobs in Amherst, NY alerts

New Finance Jobs in Amherst, NY, daily.