What are the responsibilities and job description for the Administrative Assistant position at Hershberger Financial Group?
Company Description
WE ARE DIFFERENT. My goal is to make this job listing as least "Corporate" as possible. My desire is to show a little bit of my personality, and make sure our applicants "align" with the culture we are wanting to establish. So here we go!
We are a father and son, faith based team looking to one day mold and grow into a 10-15 team firm (and have a lot of fun doing it!). It is our desire to hire and train employees from within. Are you looking to develop actual professional skills, and put yourself in a position to grow your career? Give our team an opportunity. We are a financial planning and wealth management business. We implement the Biblical Principles of integrity and humility in the way we create and manage client relationships. We offer fee-only advice, and investment management. We guide clients through wealth management, estate planning, and tax planning needs. Our commitment is to treat our clients with the same level of care, respect, and patience as we would expect for ourselves.
Role Description
We are a father-son faith based financial planning team looking for a full-time Administrative Assistant to join us in Lancaster, PA. This is not a "gatekeeper" role where you will be stuck behind a desk with no guidance. We view this position as the operational heartbeat of our team and a launchpad for your career. (You will learn things college would never teach you, and you will get paid for it).
Why This Job is Different: I (as the operational leader and owner's son) previously worked as an Admin for two successful entrepreneurs. I know what it feels like to be expected to "just show up and work" without investment or training. That is not how we operate.
My goal is to teach you modern, tech-forward workflow systems (I know I know, corporate jargon. But seriously, I am fully invested in utilizing productivity tools to create a simple workflow where tasks are not missed). I will train you on task-tracking software (Google Workspace and our CRM) and an efficient workday rhythm. If you master these skills and show you are receptive to learning and growing, there is a clear path for promotion within our team (or growth in the position if that is your desire!)
What You Will Do:
- Client Experience: You are the first voice our clients hear. Hopefully you are comfortable speaking on the phone. You will handle all inbound calls with warmth and professionalism.
- Advisor Support: Manage and organize Dad and I's email inboxes, calendars, and client data, ensuring nothing falls through the cracks.
- Calendar Command: Proactively schedule and reschedule appointments with our clients.
- Operations: Organize data, manage task lists, and handle necessary paperwork with precision.
- OTHER: We are a small business, so there will be more tasks that come up that we will need help with
Skills Desired:
Fast on a computer: capable multitasking with multiple monitors
Phone Skills: We will need someone who is confident and capable of speaking on the phone
Desire to Learn: We need someone willing to learn how our industry works, what are clients are looking for, and thinking of better ways to improve our workflow.
This position will include working right alongside myself, and helping me plan and grow our business. God designed us to WORK, and enjoy doing it!! So let's learn and grow our professional skills together and see where the Lord takes this team!