[ref. k4614800] Financial Services Administrative Assistant
Smoker & Company LLC Ephrata Full-time
Smoker & Company LLC, a leading financial services firm based in Lancaster, PA, is seeking a dedicated and detail-oriented Financial Services Administrative Assistant to join our team. As a member of our team, you will play a crucial role in providing administrative support to our financial advisors and help ensure the smooth operation of our office.
Responsibilities:
- Provide administrative assistance to financial advisors, including managing calendars, scheduling appointments, and handling client inquiries
- Prepare and process client documentation, including account applications, transfers, and investment forms
- Assist in the preparation of financial reports, presentations, and marketing materials
- Perform research and gather data on various financial products and services
- Maintain accurate and up-to-date client records in compliance with regulatory requirements
- Assist with marketing and business development activities, including coordinating client events and preparing marketing materials
- Collaborate with colleagues to ensure the efficient operation of the office
Requirements
Requirements:
- Bachelor's degree in finance, business administration, or a related field
- 1-2 years of experience in a similar administrative role, preferably in the financial services industry
- Strong organizational and time management skills, with the ability to prioritize tasks effectively
- Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint
- Excellent verbal and written communication skills
- Attention to detail and accuracy in data entry and document preparation
- Ability to handle confidential and sensitive information with professionalism and discretion
- Understanding of financial products, services, and terminology is preferred
- Medical,Dental, Vision Insurance
- 401K Match
- Opportunities for professional growth and career advancement
Temple (PA), 21 mi from Ephrata (PA)
Overview:
$16 - 18 / hour depending on experience and qualifications
Monday- Thursday from 7:15 am-5:30 pm. 1-2 Fridays a month.
Temple, PA
Spark Ortho has an immediate opening for an Administrative Assistant
Our busy practice is seeking...
Robert HalfKutztown, 31 mi from Ephrata (PA)
We are offering a contract to hire employment opportunity for an Administrative Assistant in KUTZTOWN, Pennsylvania. This role will primarily involve providing vital support to our team through various administrative duties.
The Administrative...
Robert HalfEmmaus, 44 mi from Ephrata (PA)
We are offering an exciting opportunity for an Administrative Assistant for non-profit in the Lehigh Valley, located in Allentown, Pennsylvania. This role involves gaining a detailed understanding of the housing choice voucher program, assisting...