Financial Assistant Position Available In Centre, Pennsylvania

State College, PA
1 DAYS AGO
21653485
Summary
State College, PA
Competitive Salary
2 Years Experience
Bachelor’s degree
No Commisssion
40.00 hours per week / Day Shift /Full-Time
Description Financial Assistant

• 108321 Do you have administrative experience in a financial services setting? Our client is seeking a Financial Assistant to join their professional, investment management team. This individual will support the advisors and oversee client engagement.

• Schedule:

  Monday

• Friday (Full-time)

• Pay:

  $40,000+/year (DOE)

• This is a temp to hire position or direct hire for the right candidate

Responsibilities:

• Prepare proposals, new account applications and meeting materials
• Schedule and coordinate client appointments and follow-ups.
• Maintain accurate and up-to-date client records.
• Prepare seminar materials, including handouts and multimedia presentations
• Provide timely responses and a high degree of initiative to client inquiries.
• Maintain a helpful and willing attitude to serve.

Qualifications:

• Financial Services experience (preferred)
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills
• Proficient computer skills (Financial Software, CRM and Microsoft Office Suite)
• Ability to work independently and as part of a team.

If you are eager to contribute to a growing team’s success as a Financial Assistant, apply at https://thehroffice.zenople.com/job-portal/HRO/job/108321 or call 814-238-3750.