Serve as the primary front-line contact for incoming phone calls and in-person visitors, ensuring a welcoming and professional first impression for clients, vendors, and internal teams
Support all business units with appointment scheduling, confirmations, and follow-ups
Manage and maintain reception areas, lobby space, and conference rooms to ensure a polished client-ready environment
Coordinate logistics for special events including client events, internal meetings, wholesalers’lunches, and firm-wide functions
Handle event planning details such as invitations, RSVPs, room setup, vendor coordination, and day-of execution support
Process event-related billing and third-party reimbursements as assigned
Oversee office operations including supply inventory, ordering, and general office organization
Coordinate vendor relationships and manage basic facilities needs to ensure smooth daily operations
Manage incoming and outgoing mail and packages (USPS, FedEx, etc.)
Operate and troubleshoot office equipment including printers, copiers, stamp machines, phones, and laptops as needed
Work Environment & Schedule
Corporate/business professional dress code
Full-time, in-office role (Monday–Friday, 8: 30 AM–4: 30 PM;occasional evening events 3–4 times per year
Benefits
401(k) with matching
Health, dental, and vision insurance
Paid time off and paid holidays
Company social events / happy hours
Compensation
$60, 000 –$65, 000 annually
Numbers & Facts
Location
Williamsville, NY, NY
Salary
$60,000–$65,000 Per Year
Skills
Billingunmatched
Business Supportunmatched
Copying Machinesunmatched
Event Managementunmatched
Facilities Managementunmatched
Healthcare Reimbursementunmatched
Identify Issuesunmatched
Laptop PCunmatched
Logisticsunmatched
Mail Processingunmatched
Office Equipmentunmatched
Operationsunmatched
Organizational Skillsunmatched
Printersunmatched
USPS (United States Post Office)unmatched
Vendor/Supplier Relationsunmatched
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