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Buffalo Financial

Executive Assistant

Buffalo Financial, Lancaster, New York, United States

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Company Description Buffalo Financial is dedicated to providing customized, objective financial advice, empowering clients to achieve financial independence and pursue their passions. Affiliated with Raymond James Financial Services, Inc., member FINRA/SIPC, the firm delivers comprehensive wealth management and investment advisory services. Buffalo Financial stands independently to prioritize client needs, enabling confidence and security in their financial decisions.

Role Description This is a full-time on-site role based in Lancaster, NY and possibly our Orchard Park location for an Executive Assistant. The Executive Assistant will support executive operations by managing schedules, preparing and reviewing expense reports, organizing documents, and ensuring smooth administrative workflows. Communication with clients, coordinating meetings, and providing executive-level assistance are integral parts of the role. This position requires strong organization and attention to detail in a professional environment.

Qualifications

Strong skills in Executive Administrative Assistance and Administrative Assistance

Experience in preparing and managing Expense Reports

Proficiency in Executive Support and managing day-to-day activities for executive-level professionals

Excellent Communication skills, both verbal and written

Highly organized with attention to detail and the ability to multitask effectively

Proficiency with office software, scheduling tools, and basic financial documentation

Bachelor's degree in business administration or related field preferred

Familiarity with financial and investment advisory services is a plus

Seniority level: Entry level

Employment type: Full-time

Job function: Administrative

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