Receptionist / Administrative Assistant
East Amherst, NY

careers@levelFA.com

We have an immediate need for a receptionist/administrative assistant to join our growing firm in East Amherst, NY. This salary, non-exempt position is full-time, in-office, at our main headquarters on Transit Road.

Our Receptionist/Administrative Assistant position is a critical client-interfacing role within our company. You will work directly with visitors to our East Amherst office in all aspects of reception, as well as perform various administrative duties. Responsibilities include answering incoming phone calls and emails, sending various correspondence, entering data in our client relationship database, assisting advisors with client activities, scanning and archiving firm documents and ensuring our office remains a welcome and professional environment for everyone!

For the right candidate, there is opportunity to grow. We believe in mentoring and developing anyone who has interest in making the most of their work life and career. Level Financial Advisors has been voted one of the Best Places To Work in WNY by Buffalo Business First!**

Requirements:

      • Minimum of 5-years of relevant experience, specifically in a professional office environment.
      • A mature, positive, friendly, outgoing personality.
      • A willingness to help others; clients, co-workers……. anyone!
      • A thirst to learn.
      • Excellent organizational skills; ability to multi-task.
      • Strong focus on details to ensure things are done right the first time.
      • Proficiency and comfort with technology, including MS Office, CRM software and cloud-based applications.
      • The ability to type with excellent proficiency.
      • Great organizational skills.

What You Need to Know About Level Financial

At Level, we treat our employees with respect. If you join our firm, you’re in the family.  We are a tight-knit group, and we think it’s the best you’ll find anywhere around. That starts with respect and treating people the right way!

We offer a competitive salary, quarterly achievement-based bonuses, generous paid time off, 401K with match, excellent medical, dental and vision benefits. We also offer a paid volunteerism program that encourages you to go help other people!

We think that having happy, motivated employees leads to success for everyone.

If you are interested in this opportunity, please send us an email at careers@levelFA.com with a copy of your resume.

 

**2019, 2020, 2021, 2022, 2023, 2024 Buffalo Business First Best Places to Work Finalist