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Liscensed Financial Assistant

2 months ago

Harrisburg, United States TAYLOR RETIREMENT SERVICES INC Full time

Licensed Financial Assistant

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely in a cooperative team environment, developing custom financial plans for prospects, constantly challenging yourself and providing superior customer service and expertise, we would like to talk to you


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.


Minimum Requirements:

  • College degree
  • 1+ years of financial services experience
  • Insurance license required
  • Strong organizational, prioritization & interpersonal skills
  • Excellent communications skills; both verbal and written
  • Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
  • Knowledge of CRM a plus


Key Responsibilities:

  • Prepare and process paperwork needed for client meetings
  • Assist advisors with meeting individual and team goals
  • Back up support to receptionist for incoming calls
  • Follow up processing paperwork until policy is issued
  • Assist clients with any client service needs
  • Send and receive daily correspondence from clients
  • Submit & track client service requests to carriers
  • Prepare and maintain a variety of industry-specific reports
  • Understand investment products used & recommended for clients
  • Persistence to achieve goals and ability to fulfill unique role in a cooperative team environment


Salary:

  • Based on experience


Benefits:

  • Health, Dental, Vision – employer paid for employee
  • Short and Long-Term Disability
  • Life Insurance Policy $100.00
  • 15 PTO days per year after 90-day probation period. 1st year will be prorated
  • Paid major holidays (determined each year at companies’ discretion)
  • 401 (k) – employer match up to 10%
  • Paid working lunches - lunch provided
  • Employer Paid Continuing Education (Insurance & Securities Licenses only)


Presented by Advisor Employee Services

Thank you for your interest in the Licensed Financial Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today