What are the responsibilities and job description for the Licensed Financial Services Administrative Assistant position at Dergalis Associates?
Financial Services Administrative Assistant – Series 6 or 7 Preferred
Dergalis Associates | Cherry Hill, NJ
Job Type: Full-Time | In-Office | Monday–Friday
Salary: $55,000–$65,000 annually, commensurate with experience and licensing
About the Opportunity
Dergalis Associates is seeking an experienced Financial Services Administrative Assistant to support our financial services and retirement-related operations.
We are looking for a detail-oriented, proactive professional who understands the financial services industry and enjoys the operational and administrative side of the business.
Candidates with FINRA Series 6 or Series 7 registration are strongly preferred.
The ideal candidate is highly organized, comfortable managing multiple priorities, and committed to delivering excellent client service in a busy, professional office.
Key Responsibilities
- Provide administrative and operational support to financial services professionals.
- Assist with investment and retirement account paperwork, applications, and service requests.
- Coordinate account updates, transfers, and related administrative processes.
- Communicate with clients, financial institutions, investment companies, and business partners.
- Track outstanding documentation and ensure timely follow-up.
- Maintain accurate and confidential client records.
- Assist with reporting, spreadsheets, and financial services documentation.
- Support ongoing client service and day-to-day office operations.
- Work closely with team members to ensure efficient processing and exceptional client service.
Qualifications
- Previous experience in financial services administration, investment operations, banking, or a related field.
- FINRA Series 6 or Series 7 registration strongly preferred.
- Familiarity with investment products, retirement accounts, and financial services paperwork.
- Strong organizational skills and attention to detail.
- Excellent communication and client service skills.
- Ability to handle confidential and sensitive information professionally.
- Proficiency in Microsoft Office, particularly Outlook and Excel.
- Ability to multitask and work efficiently in a fast-paced office environment.
- Self-motivated, dependable, and comfortable taking initiative.
Ideal Candidate
We are looking for someone who understands the importance of accuracy, confidentiality, and follow-through in the financial services industry.
The successful candidate will be comfortable handling detailed administrative responsibilities, anticipating needs, and supporting a busy financial services team.
Compensation & Work Environment
- Annual salary: $55,000–$65,000, based on experience, qualifications, and licensing.
- Full-time, Monday–Friday.
- 100% in-office position in Cherry Hill, NJ.
- Established financial services organization with a collaborative team environment.
If you have a financial services background and enjoy helping keep operations organized, accurate, and efficient, we would love to hear from you.
Please submit your resume and include any current FINRA registrations or other relevant industry licenses.
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Paid time off
Work Location: In person
Salary : $55,000 - $65,000