Financial Assistant - Financial Firm - Harrisburg, PA

Harrisburg, PA - USA

Monthly Salary: $ 50000 - 60000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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 $50000- $60000 based on experience & licensing

Benefits:

Health Dental Vision employer paid for employee
Short and Long-Term Disability
Life Insurance Policy $ - 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)

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Thankyouforyourinterestinthe1%!

Financial AssistantOur 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 bu...