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At Smoker Wealth Management LLC, our mission is to meet our client’s wealth management needs. We provide our clients with a wide portfolio of products and services that supports them on their financial journey. Working with clients and fellow employees, our company provides a diverse and stimulating work environment.
Due to continued growth, we are seeking a dedicated and experienced Financial Services Assistant to join our team. This newly created position will play a vital role in providing administrative support to our wealth managers as they work with our client base. You will work closely with a team of experienced professionals, gain valuable industry knowledge, and contribute to the success and growth of our clients here in beautiful Lancaster County.
Our ideal candidate for the Financial Services Assistant role will have a solid administrative and customer service background, preferably in the financial services sector. This is the perfect opportunity for someone who wants to learn the fundamentals of financial services and grow their career.
Responsibilities:
· Provide administrative support to the wealth advisors and assist in managing client relationships.
· Schedule, organize and coordinate client meetings and prepare necessary documents, reports, and presentations.
· Conduct financial research, gather data, and help prepare financial plans and presentations.
· Maintain accurate client records and ensure compliance with regulatory requirements.
· Process client transactions, including account openings, fund transfers, and trade execution.
· Assist in marketing and business development initiatives, including the creation of marketing materials and client communications.
· Support the team in day-to-day operations, such as managing calendars, scheduling appointments, and handling phone calls and emails promptly.
· Collaborate with colleagues to ensure the smooth functioning of the office and provide support when needed.
Full Time
Business Services
$57k-77k (estimate)
03/06/2024
05/22/2024
smokercpa.com
READING, PA
200 - 500
1982
Private
MICHAEL P SISAK
$10M - $50M
Business Services
The job skills required for Financial Services Administrator include Customer Service, Microsoft Office, Financial Services, Attention to Detail, CRM, Initiative, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Administrator positions, which can be used as a reference in future career path planning. As a Financial Services Administrator, it can be promoted into senior positions as a Service Contract Administration Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Administrator. You can explore the career advancement for a Financial Services Administrator below and select your interested title to get hiring information.