Retirement Account Associate – Buffalo, NY (Hybrid)

Retirement Account Associate – Buffalo, NY (Hybrid)

Ideal opportunity for a motivated individual to join and support our growing Retirement team! Due to recent growth / acquisitions, we are adding this support role to our Buffalo office, and can be hybrid once training is successfully completed. If you are seeking an entry-level role and are interested in the Retirement industry, explore working with the best insurance team in the region! Training and a comprehensive package provided, including competitive salary, benefits, 401K, paid parking, growth, so much more! If you have some administrative experience and the desire to join one of the best places to work in Buffalo, please consider applying today!

Fundamental Components of the Job:

• Support the entire Lawley Retirement Advisors team with processing of documents, internal requests, and data entry
• Preparing plan review documents and plan review presentations for client meetings
• Provide administrative support, including electronic mail, documents, spreadsheets and scheduling for the Lawley Retirement Advisors team
• Submit any necessary paperwork to providers and follow-up on requests for information as needed

Other functions of the job:
• Embrace all training opportunities to learn the retirement business
• Expand and grow in your role when supporting miscellaneous duties as requested

Skills/Traits That We Value for This Role:

• At least one-year experience in an office setting
• Interest in acquiring knowledge of retirement products; retirement/wealth management documents and usages are a plus
• MS Word, Excel, and PowerPoint proficiency are a must!
• High School diploma required
• Ability to work well independently and on a team
• Incredible attention to detail, organizational skills, communication skills, and strong time management capabilities
• Open to continuing education, including but not limited to a Life Accident & Health license and Series 65 license
• Positive attitude, even in a fast-paced environment
• A passion to make customers and coworkers feel important and valued
• Precise communication skills, even under time constraints
• A desire to pursue a career in the insurance industry

What’s in It for You?

A bit about Lawley!
• We are not a call center environment
• We achieve success by building genuine relationships together, with our teams and clients
• We are a family owned insurance broker (nearly 70 years!)
• We are deeply committed to the communities we serve and love to get involved
• We work hard and play hard!!!
Why Lawley?
• Competitive salary and referral bonuses!
• Expansive Benefits (Medical, Dental, Vision—and SO many more)
• 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!
• Company 401K contribution received starting Day 1 (for participants 21+ years old)
• Educational support, career development, and growth opportunities
• Job Security (we’ve never had a lay-off, even during the pandemic)
• Flexibility, including hybrid schedules! Business hours 8am-4:30pm
• Comfortable, family-oriented culture, with an emphasis on work life balance
• Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)
• Fulfilling opportunities that align with your career path and our business needs

The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $33,000 to $55,000.