Executive Assistant

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 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 for advisers Jeremy Beck and Matthew Pitrola. 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