Top 1108 Administrative services Jobs in Orchard Park Ny

Client Services Specialist
Paramount Settlement Advisors —West Seneca, NY
- $50,000 - $60,000 a year
- Full-time
- Mid-level
- Office
- 1 year
- Paid time off
- 401(k) matching
Quick Apply
Patient Services Representative
Kaleida Health —Orchard Park, NY
- $17.37 - $23.89 an hour
- Overtime
- High school diploma or GED
- Organizational skills
- Computer skills
- Free parking
- Health insurance
Quick Apply
Administrative Specialist 1
State of New York - Thruway Authority —Cheektowaga, NY
- $51,809 - $98,409 a year
- Full-time
- Background check
- Mid-level
- Office
- Free parking
- Tuition reimbursement
14d
Patient Services Representative (PSR)
Kaleida Health —East Aurora, NY
- $17.37 - $23.89 an hour
- Overtime
- High school diploma or GED
- Organizational skills
- Computer skills
- Free parking
- Health insurance
Quick Apply
Senior Administrative Assistant - Banking Services
M&T Bank —Buffalo, NY
- $20.55 - $34.25 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Experience equivalent to degree accepted
Administrative Assistant
Ferguson Electric Inc —Buffalo, NY
- $25 - $35 an hour
- Microsoft Excel
- Microsoft Outlook
- Inventory management
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Patient Services Representative (PSR) - 21384
General Physician, P.C —East Aurora, NY
- $17.37 - $23.89 an hour
- Overtime
- High school diploma or GED
- Organizational skills
- Computer skills
- Free parking
- Health insurance
Mission Support Assistant
U.S. Customs and Border Protection —Buffalo, NY
- $45,409 - $65,599 a year
- Online Application
- Remote
- Psychiatry
- Word processing
- English
- Paid holidays
- Health insurance
5d
Administrative Assistant
Kaleida Health —Buffalo, NY
- $18.23 - $25.07 an hour
- Part-time
- Surgery
- Mid-level
- High school diploma or GED
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Administrative Assistant
Mattel —East Aurora, NY
- $24 - $27 an hour
- Full-time
- Research
- Office
- Fair chance
Quick Apply
5d
Patient Services Representative - 21191
General Physician, P.C —Orchard Park, NY
- $17.37 - $23.89 an hour
- Overtime
- High school diploma or GED
- Organizational skills
- Computer skills
- Free parking
- Health insurance
Medical Secretary
Hamburg Regional Gynecology —Orchard Park, NY
- From $19 an hour
- Part-time
- HIPAA
- Administrative experience
- Organizational skills
- Paid time off
Quick Apply
2d
Case Administrator (Legal Services/Administrative Support)
American Arbitration Association Inc. —Buffalo, NY
- $52,000 - $65,000 a year
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Office
- 403(b) matching
- Loan repayment program
Office Manager
Switzer —Buffalo, NY
- From $65,000 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
- Health insurance
- Dental insurance
Quick Apply
6d
Administrative Assistant
PuroClean Property Damage Restoration of Orchard Park —Orchard Park, NY
- $17 an hour
- Part-time
- Office
- Organizational skills
- Marketing
- Paid training
- Paid time off
Quick Apply
Administrative & Operations Coordinator
Blue Eyed Baker —East Aurora, NY
- $20 - $24 an hour
- Part-time
- Google Workspace
- Organizational skills
- In-person
- 401(k)
- 401(k) matching
Quick Apply
Administrative Assistant III Patient Care Services SCH
Catholic Health System —Buffalo, NY
- $21.39 - $32.09 an hour
- Part-time
- Hospital
- Mid-level
- Office
Quick Apply
7d
Admin. Asst.- Patient Care Access Center
Spectrum Health & Human Services —Orchard Park, NY
- $16.50 - $19.00 an hour
- Full-time
- Hybrid work
- Computer literacy
- High school diploma or GED
- Computer skills
- Paid holidays
- Health insurance
Quick Apply
Administrative Assistant
Neighborhood Legal Services Inc —Buffalo, NY
- $23.63 - $38.21 an hour
- Full-time
- Writing skills
- Organizational skills
- Typing
- Paid holidays
- Health insurance
Quick Apply
9h
Receptionist - State Farm Agent Team Member
Jennifer Warren - State Farm Agent —Hamburg, NY
- $18 - $22 an hour
- Part-time
- Computer literacy
- Office
- Communication skills
- Paid time off
- Flexible schedule
Quick Apply

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Client Services Specialist

Paramount Settlement Advisors
West Seneca, NY

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year

Benefits

Paid time off
401(k) matching

Qualifications

Confidential information handling
Phone communication
Client interaction via phone calls

Full Job Description

Who We Are

Invictus Advisory Services is a fee-only Registered Investment Advisor built on the conviction that objective guidance is the cornerstone of lasting financial success. We believe true wealth management extends beyond managing assets — it is about helping clients make informed decisions with confidence and preserving the financial legacy they envision for generations to come. Our investment philosophy is grounded in transparency, active management, and a commitment to the long view. Clients determine the destination; we provide the experience, discipline, and guidance to help them reach it.

We deliver integrated wealth management solutions that bring together investment management, retirement income planning, trust and legacy strategies, tax-aware planning, and long-term asset preservation. Every recommendation is shaped by a deep understanding of each client's goals, values, and tolerance for risk, while our work reflects our unwavering commitment to precision, diligence, and trust.

Who We Are Looking For

Invictus is seeking a proactive, highly organized professional who takes ownership of what comes next without waiting to be asked. In this role, reliability, discipline and commitment are necessary character traits.

You will keep a variety of client engagements moving by securing outstanding documents, signatures, and detailed information from current and prospective clients. This role requires clear, professional communication, sound discretion with sensitive information, and the judgment to know when to operate within established processes and when to escalate to the advisory team.

Roles & Responsibilities

In this role, you will support our advisors by managing client onboarding and documentation needs, and work to elevate the client experience through active coordination, outreach, and execution of general account maintenance that fosters firm growth.

Client Onboarding & Documentation

- Gather client information and prepare account opening paperwork, confirming that each new account is complete, accurate, and accompanied by all required agreements and disclosures.
- Proactively follow up with current and prospective clients to obtain outstanding documents and signatures, keeping every file complete and on track.

Client & Advisor Coordination
- Serve as a reliable point of contact for routine client and attorney communications, responding professionally and bringing matters to the advisory team as appropriate.
- Coordinate and schedule meetings among clients, attorneys, and advisors, and prepare and proof presentation materials so each meeting is clear and accurate.
Account Servicing & Monitoring
- Track open accounts and process account-related transactions on an administrative, non-trading basis, keeping records accurate and current.
- Monitor accounts and cash against client investment objectives, guidelines, and restrictions, escalating anything outside those parameters to the advisory team.
Records & Materials Management
- Maintain organized, accurate, and up-to-date records across the firm's account and planning platforms, following firm standards for naming, version control, and storage.
- Distribute approved client and marketing materials, ensuring each is current and accurate.
Compliance Program Support
- Support the firm's compliance calendar under the direction of the Chief Compliance Officer, including helping prepare, review, and schedule annual ADV updates and assisting with recurring recordkeeping and reporting tasks.
- Maintain compliance records and help track recurring reviews, flagging items that need the CCO's attention.

Qualifications

At a minimum, candidates should have the following:

Strong organizational and critical thinking skills, high attention to detail, and the ability to manage multiple clients, tasks, and deadlines while following through consistently.
Sound judgment and discretion in handling confidential client and financial information.
Clear and professional written and verbal communication skills, and comfort communicating by phone and email with clients and attorneys.
Growth mindset, with a willingness to learn, take on new challenges, and continuously improve.

The following are preferred but not required:

1 to 3 years of experience in financial-related planning services.
Experience with the Charles Schwab, AssetMark, and RightCapital platforms.
An active Series 65 license.

What We Offer

Hours: Monday – Friday, 8:30 a.m. to 5:00 p.m.

Compensation: Competitive base salary to start, with the potential for additional performance-based incentive compensation as you take on greater responsibility, obtain relevant licensing, and the firm continues to grow.

Benefits: 401K firm matching, paid time off, and monthly team events.

Growth: Clear pathways for advancement with increased independence and scope over time, which will be further discussed during the interview process.

Quick Apply

Refine Your Search

administrative services jobs in orchard park ny

Client Services Specialist

Patient Services Representative

Administrative Specialist 1

Patient Services Representative (PSR)

Senior Administrative Assistant - Banking Services

Administrative Assistant

Patient Services Representative (PSR) - 21384

Mission Support Assistant

Administrative Assistant

Administrative Assistant

Patient Services Representative - 21191

Medical Secretary

Case Administrator (Legal Services/Administrative Support)

Office Manager

Administrative Assistant

Administrative & Operations Coordinator

Administrative Assistant III Patient Care Services SCH

Admin. Asst.- Patient Care Access Center

Administrative Assistant

Receptionist - State Farm Agent Team Member

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