FINANCIAL ASSISTANT- excellent direct hire opportunity

July 21, 2021
Job Type
Work Hours
Street Address
500 Linden Oaks Suite 140
Rochester, NY


AP has partnered with a Wealth Management firm located in Penfield.  They are seeking an experienced Financial Assistant to join their team on a full time, Direct Hire basis.  The hours are 8:30-5 Monday through Friday and pay is between $45-$50K.  If you are looking for a great opportunity, a place to grow and a professional environment, then we have just what you are looking for.  Contact or for consideration.


  • This position provides support to the advisor, maintaining operating efficiency for client reviews and providing high level client project support.
  • Help advisor prepare for client meetings.
  • Help with delivery of customized financial plans.
  • Use CRM system efficiently to collect client information for upcoming meetings and documentation.
  • Assist with data entry of all client financial information.
  • Anticipate advisor needs and handle them proactively.
  • Provide advisors with weekly updates and check-ins.
  • Use excellent customer service skills to build client relationships.
  • Handle phone calls from clients, when appropriate.
  • Work on special projects directly with advisors.
  • Make recommendations to systematize and improve office functionality.


  • Bachelor’s degree in Finance, Accounting or other business related discipline


  • Preferably has finance or accounting related professional office experience.
  • Proficiency in Microsoft Office – specifically Excel.
  • Customer Relationship Management (CRM) systems experience would be useful.
  • Morningstar software knowledge preferred.

Knowledge, Skills, Abilities, and Other Characteristics

  • Ability to communicate, organize and manage time efficiently.
  • Detail-oriented; strong math, decision-making, and analytical skills.
  • Technical aptitude; including strong PC, Internet, and software skills.
  • Strong Microsoft Excel skills.
  • Ability to effectively prioritize workload and meet deadlines.
  • Capacity to handle multiple tasks at once.
  • Capable of viewing details in the overall context of the client and/or advisor’s circumstances.
  • Identify and solve problems efficiently.
  • Possess a positive attitude and a pleasant demeanor.
  • Strong interpersonal, oral, and written communications skills.
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