Admin Assistant - Financial Reports & Client Support

EFPR Group

Village of Williamsville (NY)

On-site

USD 42,000 - 54,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

EFPR in Williamsville, NY is seeking an administrative assistant to join our Buffalo Office. The role offers a supportive environment, opportunities for career advancement, flexible scheduling, and a benefits package.

The ideal candidate is organized with exceptional attention to detail, proficient in Microsoft Word and Excel, and capable of professional communication with partners and clients while adapting to changing priorities.

Qualifications

  • High school diploma or higher required.
  • Strong proficiency in Microsoft Word and Excel.
  • Excellent organizational skills and attention to detail.
  • Experience with administrative support and client communication.

Responsibilities

  • Creates new Financial Statements by using Microsoft Word and Excel.
  • Ensures Financial Statements are prepped and ready for the following year.
  • Links Excel spreadsheets formatting to Microsoft Word documents.
  • Creates and Modifies charts in Microsoft Word and Excel to support reports.
  • Provides direct support to Partners in response to client calls and inquiries.
  • Updates and reviews client information utilizing the Firm's systems and programs.
  • Supports other administrative roles in the firm based on need.

Skills

Attention to detail
Communication skills
Organizational skills
Adaptability

Education

High School diploma

Tools

Microsoft Word
Microsoft Excel

Job description

EFPR in Williamsville, NY is seeking an administrative assistant to join our Buffalo Office. The role offers a supportive environment, opportunities for career advancement, flexible scheduling, and a benefits package.

The ideal candidate is organized with exceptional attention to detail, proficient in Microsoft Word and Excel, and capable of professional communication with partners and clients while adapting to changing priorities.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Administrative Assistant
Administrative Assistant

EFPR Group • Village of Williamsville (NY)

On-site
USD 42,000 - 54,000
Financial Administrative Assistant - Growth & Office Support
Financial Administrative Assistant - Growth & Office Support

New York Financial Partners Inc • Jericho (NY)

On-site
USD 40,000 - 50,000
Competitive Compensation
Paid Time Off
Career Growth Opportunities
Audit Intern: Offsite Audits & Procedures
Audit Intern: Offsite Audits & Procedures

EFPR Group, LLP • Village of Williamsville (NY)

On-site
USD 30,000 - 32,000
Financial Administrative Assistant: Organized Support
Financial Administrative Assistant: Organized Support

New York Financial Partners Inc • Jericho (NY)

On-site
USD 40,000 - 55,000
Competitive Compensation
Paid Time Off
Career Growth Opportunities
Administrative Assistant — Financial Office, Growth & PTO
Administrative Assistant — Financial Office, Growth & PTO

New York Financial Partners Inc • New York (NY)

On-site
USD 42,000 - 54,000
Competitive Compensation
Paid Time Off
Career Growth Opportunities
Client Services Associate – Financial Advisor Support
Client Services Associate – Financial Advisor Support

100 Raymond James & Associates, Inc. • Buffalo (NY)

On-site
USD 45,000 - 60,000
Benefits package
Senior Administrative Assistant – Financial Services Support
Senior Administrative Assistant – Financial Services Support

Gelfand, Rennert & Feldman, LLC • City of White Plains (NY)

On-site
USD 57,000 - 70,000
Administrative Assistant - Project Coordination & Support
Administrative Assistant - Project Coordination & Support

Empire State Development, LLC • United States

Remote
USD 38,000 - 52,000
Administrative Assistant — Office & Billing Support
Administrative Assistant — Office & Billing Support

Integrated Protection Services • Buffalo (NY)

Hybrid
USD 30,000 - 36,000
Medical insurance
Dental insurance
Vision insurance
+2
Client Services Administrative Assistant – Office & Scheduling
Client Services Administrative Assistant – Office & Scheduling

Wealth Enhancement • Raleigh (NC)

On-site
USD 42,000 - 54,000
Training and professional development
Medical, dental and vision coverage
Health Savings Account with employer"s
+6