Wealth Management Administrative Specialist (White-Glove)

StaffBuffalo, LLC; Buffalo (NY); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Employer-paid health insurance

Health Savings Account (HSA)

Retirement Plan

Dental Insurance

Vision Insurance

Annual bonus opportunity

On-site training and career growth

Job summary

StaffBuffalo, LLC is seeking an Administrative Assistant in Amherst, NY to provide top-tier support to a wealth management team. You will handle client communications, meeting prep, and account paperwork, ensuring accuracy and confidentiality.

This full-time, on-site role runs Monday through Friday, 8:30 AM to 5:00 PM. Prior wealth management experience is not required, but financial aptitude and a strong service mindset are essential.

Qualifications

• Two or more years of administrative experience in wealth management or professional office setting.
• Excellent client service and communication skills.
• Strong attention to detail and ability to manage multiple tasks.
• Proficiency with Microsoft Office and ability to learn financial terminology.
• Bachelor’s or associate degree in Business/Finance/Accounting preferred.

Responsibilities

• Welcome visitors and answer client calls with polished, white-glove service.
• Prepare meeting materials, reports, and advisor appointment folders.
• Process account paperwork and maintain client documentation.
• Download and organize daily custodian reports and generate client reports.
• Coordinate calendars and manage email, mail, and outreach tasks.
• Support staff with administrative requests and journal processing.
• Communicate with clients and advisors to ensure smooth information flow.

Education

Associate's or Bachelor's degree in Business/Finance/Accounting

Tools

Outlook

Excel

Word

Job description

StaffBuffalo, LLC is seeking an Administrative Assistant in Amherst, NY to provide top-tier support to a wealth management team. You will handle client communications, meeting prep, and account paperwork, ensuring accuracy and confidentiality.

This full-time, on-site role runs Monday through Friday, 8:30 AM to 5:00 PM. Prior wealth management experience is not required, but financial aptitude and a strong service mindset are essential.