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2 results for Medical Receptionist in Buffalo, NY
- Amherst, NY
- onsite
- Permanent / Full Time
- 55000.00 - 65000.00 USD / Yearly
- <p>Jenny Bour with Robert Half is working with a financial firm that is looking for a highly organized and detail-oriented <strong>Financial Services Administrative Assistant</strong> to join their team in Amherst, New York. This Administrative Assistant role is integral to ensuring smooth daily operations within a detail-focused office setting, requiring exceptional multitasking skills and a strong sense of confidentiality. If you thrive in a fast-paced environment and have a background in administrative support, particularly in the financial sector, we encourage you to apply!</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Serve as the first point of contact by answering client calls, addressing basic inquiries, and coordinating paperwork for financial transactions.</li><li>Greet clients courteously and prepare conference rooms for meetings.</li><li>Manage and update team and support staff calendars to ensure seamless scheduling.</li><li>Handle incoming and outgoing mail, including notifications to the appropriate team members.</li><li>Prepare and process client account paperwork, ensuring accuracy and compliance with custodian requirements.</li><li>Maintain client accounts by managing updates such as address changes, name updates, and authorized signer modifications.</li><li>Facilitate client check deposits and prepare meeting folders with necessary documentation.</li><li>Download daily financial transactions from mutual fund custodians and handle related reporting tasks.</li><li>Draft and track charity donation letters, ensuring copies are sent to clients and recipients.</li><li>Update and manage various spreadsheets, including client mailing lists and task logs, using tools like mail merge.</li></ul>
- 2026-04-09T20:44:09Z
- Amherst, NY
- onsite
- Temporary to Hire
- 22.00 - 25.00 USD / Hourly
- We are looking for an experienced and dependable Administrative Assistant to support a busy finance office in Amherst, New York. This contract-to-permanent opportunity is ideal for someone who enjoys creating a welcoming office environment, communicating effectively with clients, and keeping daily administrative work organized and accurate. The right candidate will bring strong computer skills, sound judgment, and a service-oriented approach to in-office support.<br><br>Responsibilities:<br>• Welcome visitors and serve as a detail-oriented first point of contact for clients, vendors, and internal team members in the office.<br>• Manage incoming phone calls, direct inquiries appropriately, and provide courteous, timely communication to ensure a positive client experience.<br>• Perform data entry and document handling with a high level of accuracy while maintaining organized administrative records.<br>• Support day-to-day office operations by preparing materials, coordinating routine administrative tasks, and assisting with general front-desk coverage.<br>• Use Microsoft Office applications to create, update, and maintain correspondence, spreadsheets, reports, and other business documents.<br>• Monitor administrative priorities and respond to changing workload demands with flexibility, strong communication, and attention to detail.<br>• Maintain a business-casual, detail-oriented office presence while contributing to an efficient and client-focused work environment.
- 2026-04-24T20:33:45Z