. Job Description:<br><br>Tasks first few months will include training on all tasks including discussions on firm procedures & network software<br>i. Reception/Answering client calls<br>i. Requires more than simply transferring calls – eventually assist clients with basic inquires and instructions/paperwork for cash requests.<br>ii. Client greetings with setup in conference room<br>iii. Team and support staff calendars<br>i. Daily updates, review for new tasks or add tasks requiring multi steps.<br>iv. Incoming and outgoing mail processing, UPS prep & notifications to team<br>v. Client new accounts paperwork<br>i. Preparation of all documents – multiple depending on account type, delivery to clients, review of returned documents for accuracy and completed signatures. On-boarding/Uploading to outside custodians and verification of all follow-through tasks by custodian.<br>vi. Client account maintenance<br>i. Multi-stepped preparation of paperwork, delivery to and from client, processing through custodian and monitoring for completion.<br>ii. Includes items like address changes, updates to names or Corporate authorized signers.<br>vii. Client check deposits<br>viii. Client meeting folders<br>ix. Downloads of daily transactions from our mutual fund custodian<br>x. Charity donation letters for client gifting<br>i. Including letters cc’d to client and tracking of delivery to entity.<br>xi. Updates to client mailing spreadsheet & label creation in mail merge<br>xii. Updates to Outlook contacts<br>xiii. Updates to team pending task logs<br>xiv. Updates to various established spreadsheets<br><br><br>4. Qualifications Required:<br><br>i. Prompt/Strong work ethic – Dependability is an absolute requirement.<br>ii. Excellent organizational skills<br>iii. Ability to multi-task - Absolute Requirement<br>i. Tasks are not generally start and finish same time. Most are multi-stepped and we have frequent priority popups during the day which means stopping, completing something else and then going back to original task(s).<br>ii. Cannot get flustered when changing tasks midstream as it happens often<br>iii. Needs to be able to monitor incoming emails for new potential priorities while performing other tasks.<br>iv. Ability to prioritize<br>v. Extremely detail oriented<br>vi. Accuracy in processing – Absolute Requirement<br>vii. Microsoft Office – strong skills<br>i. EXCEL, WORD & OUTLOOK – will be used all day long<br>ii. Mail Merge experience is a plus<br>viii. DocuSign<br>i. Experience is a plus<br>ix. Confidentiality is essential.<br>i. Client & firm information cannot be discussed outside of the office<br>x. Financial industry knowledge<br>i. Knowledge/Experience is a extreme plus<br>xi. General computer skills
<p><strong>Robert Half </strong>is partnering with a leading <strong>Property Appraisal</strong> company in the <strong>Buffalo, NY</strong> area on their search for an <strong>Administrative Assistant</strong> with top-tier attention to detail. This <strong>in-office</strong> role will support both company leadership and the appraisal staff in a wide variety of critical tasks. The ideal candidate will have prior administrative experience, preferably in real estate, property management, or appraisal services. This role requires excellent communication skills and the ability to work efficiently in a fast-paced, deadline-driven environment. If you like an industry and position where every day can be different, this could be a great opportunity!</p><p><br></p><p><strong>Responsibilities include but not limited to:</strong></p><p><br></p><ul><li>Provide administrative support to appraisers, management, and other team members to ensure smooth daily operations</li><li>Prepare, format, and proofread appraisal reports and other documentation for accuracy and compliance with company and industry standards</li><li>Maintain and organize client files, property records, and confidential information in both physical and digital formats</li><li>Manage incoming calls, emails, and correspondence, ensuring prompt and professional responses</li><li>Enter data accurately into appraisal management systems and ensure timely submission of completed reports</li><li>Support compliance efforts by adhering to appraisal regulations, confidentiality protocols, and quality assurance procedures</li></ul><p><br></p><p><br></p><p><br></p><p><br></p>
