Finance Administrator Position Available In Centre, Pennsylvania

Finance Administrator McClarren Financial Advisors, Inc. State College, PA 16801 Paraplanner Job Description We are seeking a Finance Administrator for our fee-only firm located at our headquarters in State College, PA. We are looking for someone who desires a small firm environment; who wants to be learning and shaping the way we care for our clients. We want someone that fits into our firm’s culture who will embrace new technology while working in a fun yet professional team setting. If you don’t have experience or a background in finance, that’s okay, we can train you! Read on for more details to find out if you might be a match for us! Job qualities needed : Area One –

Support Advisors and Clients:

Detail oriented in that you will be responsible for coordinating implementation tasks with team members in both pre and post client meeting activities. Communicates effectively with clients and team members whether in person, in email or on the phone. Time management skills are necessary when getting ready for several meetings each day or post meeting tasks. Area Two – Trading (successful passing of Series 65 exam is required once you begin working with us) • Utilize critical thinking skills in working on post meeting implementation tasks which includes trading. Strong prioritization skills in moments where you have time constraints and have trades that need to be done by end of the day. Organized in making sure you have all the necessary information to make an informed decision while trading.

Other areas:

Polite and clear phone manners needed when anticipating or providing answers to clients’ questions. Team Player with “no job is beneath me” attitude. Be willing to take out the garbage or lend a hand with duties that smaller firms often take care of in-house. Sincere willingness to constantly learn and grow. Take the initiative to listen in on webinars, study for the Series 65 exam, and other areas of subject interest. Responsibilities will include but are not limited to the following: Work with team members to ensure that all necessary preparations have been made for upcoming client meetings and calls Gather and organize client data for meeting preparation Coordinate with lead and associate advisors for client follow up tasks Adhere to our firm’s compliance manual and other rules and regulations as required by our firm and regulatory authorities Knowledge of financial planning software systems – Emoney, Morningstar Knowledge of client relationship management software – Wealthbox Successful candidate will work towards Series 65 license (see benefits below)• Education and Experience Requirements Proficiency with Microsoft Office suite, especially Excel is a must. HS diploma or equivalent or 4-year college degree preferred

Benefits:

401k retirement plan with 5% company match, immediately vested Paid vacation including having your birthday off and several 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 Employee stipend for educational, financial organizational dues and conference opportunities including study materials and test fees for Series 65• 100% company paid education courses We offer company paid short term disability. Employee paid long term disability is offered as well. Company holiday parties and team building events Working with a team of individuals that you like Company paid parking 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 an initial telephone interview If phone interview goes well, we will bring you in for a 2nd virtual interview 3rd and final interviews are done in person at our State College location. If that goes well, we will be doing the following background checks/questionnaires: reference checks, criminal background checks, and credit checks If those all work out, then a 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 – $50,000.00 per year

Benefits:

401(k) 401(k) matching Paid time off Retirement plan

Schedule:

Monday to

Friday Work Location:

In person