Wealth Management Administrative Specialist
Key Resource Group, LLC
Key Resource Group, LLC is seeking a experienced Financial Administrative Assistant to support its wealth management team in Buffalo. You will handle client communications, calendar coordination for financial advisors, and prepare documents for signatures while maintaining accurate records. Ideal candidates have 5+ years of admin or client-facing experience, financial services background, proficiency with Word/Excel, and familiarity with Redtail CRM; LPL Financial experience is a plus. #J-18808-Ljbffr Key Resource Group, LLC
Vacancy posted 1 hour ago
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