Lawley · 1 month ago
Administrative Assistant - Wealth Management
Buffalo, NY
Full-time
Onsite
Entry Level
$38K/yr - $63K/yr
2+ years expLawley is a dynamic, independent regional firm of insurance professionals specializing in wealth management. The Administrative Assistant will provide exceptional customer service and administrative support to Financial Advisors, managing client files and schedules while ensuring compliance standards are met.
ConsultingEmployee BenefitsInsurance
Responsibilities
Responsible to deliver a combination of exceptional customer service and administrative functions in support of service staff and Financial Advisors, including but not limited to: maintaining client files, Advisor’s schedules, managing calendars, preparing portfolio reviews, maintaining compliance standards etc
Answer any overflow of incoming phone calls and serve as a backup to reception
Maintain effective working relationships with clients, managers, and personnel
Other functions of the job:
Expand and grow in your role when supporting miscellaneous duties as requested
Qualification
Required
2+ years office, administrative or customer service experience
Proficient MS Office Suite (Word, Excel, PowerPoint, Outlook)
Positive attitude, even in a fast-paced environment
Ability to make customers and coworkers feel important and valued
Ability to effectively multi-task, prioritize, work quickly and efficiently
Precise verbal and written communication skills, even under time constraints
Preferred
Associate degree or higher preferred; desire to study and obtain Series 6 & 63 licensing (with Sgroi Lawley support)
Benefits
Outstanding Benefits (Medical, Dental, Vision)
Additional voluntary benefits including critical illness, accident insurance, hospital indemnity, supplemental life insurance, legal and identity protection and pet wellness
3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day
Company 401K contribution received starting Day 1 (for participants 21+ years old)
Educational support, career development, and growth opportunities
Unlimited Volunteer Time Off opportunities
Company
Lawley
A privately-owned, independent regional insurance firm .
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Pritzker Private Capital
2023-10-23Private Equity
Leadership Team
Beth Bauman, MBA CPA CGMA
Co-CFO
Bill Fritts
Managing Branch Partner
Recent News
Rochester Business Journal
2025-11-20
Rochester Business Journal
2025-10-17
2024-04-08
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