Overview: We are looking for a smart, hard-working, and service-oriented person to join our growing firm located in State College, PA.

Hours can be from 8:30am-3:30pm or 8:30am-5pm, more pay for more hours worked.

THIS IS AN ESSENTIAL POSITION AND THEREFORE CAN NOT BE DONE REMOTELY.

Qualities needed:

• Strong people skills

• Strong written and verbal communication skills

• Detail oriented

• Well-organized

• Time management skills

• Polite and clear phone manners

• Ability to multi-task

• Positive attitude and sincere willingness to constantly learn and grow

Responsibilities will include but are not limited to the following:

• Front office reception – greet visitors/clients, provide service to clients

• Answer, screen, and direct phone calls (including voicemails)

• Organize and schedule appointments including sending meeting reminders of what is needed

• Help maintain all common areas

• Order office supplies and research new dealers/suppliers if needed

• Write and distribute emails, letters, and forms when needed by the rest of the team

• Maintain filing storage including cloud storage

• Check trades weekly and maintain backup files for trades for compliance purposes

• During tax preparation season – scan documents, assemble incoming tax docs, explain signature pages to clients

• Print, assemble, maintain, and mail client brochures

• Maintain all office correspondence – letterhead, envelopes, labels and business cards

• Send birthday cards weekly and Christmas cards annually to clients

• Maintain, update and research ways to continuously improve Client Relationship Management (CRM) system

• Process incoming and outgoing USPS mail

• Adhere to our firm’s compliance manual, privacy notices, and other rules and regulations as required by our firm and regulatory authorities

Education and Experience Requirements:

• High School Degree or equivalent

• Proficiency with Microsoft Office suite, especially Excel is a must

Benefits:

• 401k retirement plan with 5% company match

• Paid vacation including having your birthday off and 8 paid holidays

• Competitive pay with year-end performance-based bonus. Initial compensation will be based on experience and qualifications of the specific candidate

• $50k of Life and Accidental Death and Dismemberment Policy

• Company paid short term disability. Employee paid long term disability is offered as well

• Company holiday parties and team building events

• Employee stipend for educational, financial organization dues and conference opportunities

• Working with a team of individuals that you like

• Company paid parking

Those who should apply:

• Love people and want to help them

• Enjoy learning

• Are professional but still enjoy a good laugh

• Want a career in finance and enjoy the subject matter

• Want a long-term relationship with a company

• Like Central PA – we want you for the long term, so you’ll be living near State College, PA

• Enjoy what you do and who you work with

Those who should pass:

• Must be micromanaged

• Are not excited by financial planning or the fee-only advisory firm

• Afraid of change – we are constantly evolving, through technology or new processes

• Not in it for the long-term – we are investing a lot of time and money into you, and we want you to stay with us for the long term

• Do not want to do work that may seem “beneath you”. We are a small firm – we need help from time to time with what may seem like mundane tasks

What you can expect when applying:

• A response back that we are or are not interested at this time

• If we are interested, we will proceed with a telephone interview

• If the phone interview goes well, then an in-person final interview will follow where you meet with each of our team members at our State College location

• If that goes well, we will do background and credit checks

• Formal written employment offer is then given to final candidate

No phone calls or drop ins please!

Job Type: Full-time

Pay: $40,000.00 - $45,000.00 per year

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• State College, PA 16801 (Required)

Ability to Relocate:

• State College, PA 16801: Relocate before starting work (Required)

Work Location: In person