How can we help?

  • This field is for validation purposes and should be left unchanged.

Where to find us

726 Exchange Street, Suite 822
Buffalo, NY 14210
Phone: 716-854-5034
Fax: 716-854-7195

Wealth Management Assistant

View All Open Positions

Wealth Management Assistant

 

BS&P CPAs & Consultants’ forty-five year practice is recognized as a trusted business partner in Western New York. The certified public accounting and wealth management firm consists of 45 members.  BS&P Wealth Management, LLC is focused on our clients and work diligently to discover their current needs and long-term goals. BS&P is uniquely positioned; we blend the expertise of a tax preparer and financial advisor when designing and implementing financial strategies. Our mission is to deliver insight and solutions that help clients achieve their goals.  We take great pride in being chosen as our clients’ trusted advisor. We believe a trusted relationship is built on the foundation of clarity, communication and confidence.

Located in the Larkin District, BS&P Wealth Management is looking for a financial administrative assistant with at least three to five years’ experience in admin support relating to investment and insurance products to join our rapidly growing and energetic firm.  You will have the responsibility for processing new business, general marketing and administrative duties as well as direct contact with clients. This position has the opportunity to grow into an advisor role.

 


 

Essential job functions:

·         Prepare files for new applications.

·         Administer and schedule client meetings.

·         Maintenance of daily blotter and client files.

·         Service compliance related activities and assistance in preparing client reviews and proposals.

 

Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory services offered through Wealth Advisors Network, Inc. d/b/a BS&P Wealth Management. Wealth Advisors Network, Inc. d/b/a BS&P Wealth Management and Cambridge are not affiliated.

 

 

Requirements:

Minimum of three to five years’ experience in administrative support relating to investment and insurance products

Series 7 and 65 Preferred

Familiarity with Host applications including DST Vision and Streetscape

Proficient with MS Office including Word, Excel and Outlook

Ability to write clearly, read and interpret written information, present ideas effectively, document activities and work with individuals with various needs while adhering to the firm’s policies and procedures