Financial Assistant

Financial Assistant

Our well-established and growing financial firm in Harrisburg, PA is seeking to add an experienced Licensed Financial Assistant to the Team! The ideal candidate for this role will be someone who has the desire to work in the industry long-term and contribute to the growth of our business.

Requirements:

• Insurance license required (or the ability to obtain within 6 months of hire)
• Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
• Knowledge of CRM a plus
• Strong organizational, communication, prioritization, & interpersonal skills
• College degree & 1 years of financial services experience preferred

Responsibilities:

• Prepare and process paperwork needed for client meetings
• Assist advisors with meeting individual and team goals
• Answer incoming calls
• Follow up processing paperwork until policy is issued
• Assist clients with client service needs
• Send and receive correspondence from clients
• Submit & track client service requests
• Basic understanding of investment products used & recommended for clients
• Be a cooperative team player

Salary:

• Starting salary $50,000- $60,000 based on experience & licensing

Benefits:

• Health, Dental, Vision – employer paid for employee
• Short and Long-Term Disability
• Life Insurance Policy $100,000,000 - employer paid
• Generous PTO
• Paid major holidays (determined each year at companies’ discretion)
• 401 (k) – 100% employer match up to 10%
• Paid working lunches - lunch provided
• Employer Paid Continuing Education (Insurance & Securities Licenses)

Presented by Advisor Employee Services

Thank you for your interest in the Financial Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!