Financial Planner Administrator
1 week ago
PeopleShare is currently hiring for a Financial Planner Administrator for our Financial Services Client in Allentown, PA.
Let's hit the ground running together with PeopleShare, Apply Below
Financial Planner Administrator Details:
- Schedule: 8:00AM-5:00PM Monday-Friday
- Pay Rate: $50,000-$55,000
- The ideal candidate would possess a high level of detail, efficient organizational skills, and the ability to work independently
- Most importantly, the candidate would have a positive attitude and the desire to be a part of a company who is deeply dedicated to our clients
- Excellent computer skills with a working knowledge of Microsoft Office
- Having obtained a High School diploma or higher
- Life, Health, and Securities licenses and plus but not required
- Understanding key principles and terms concerning Financial Markets, investments, and insurance
- Organized with good project management skills
- The assistant would provide ongoing client and business development support to the Financial Advisors
- Daily responsibilities would include maintaining proactive client communication, assisting with ongoing office administration, and creating and maintaining client records
- Regularly report to and communicate with the Financial Advisors and team regarding client service and account management
- Coordinate and manage Account Openings with regular follow up and timely notification
- Handle Account Communication as efficiently as possible (client calls, emails, forms, letters, etc.)
- Fully integrate Redtail CRM with automation of each of your ongoing administration and operational responsibilities
- Coordinate the completion of all filing and e-filing to keep the team organized in accordance with required standards
PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs across 8 states. Our openings include receptionist, data entry, customer service, collections, office managers, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, pickers, packers, forklift, machine operators, and maintenance mechanics.
PeopleShare provides equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status, or any other protected category or class under federal, state, and/or local laws. This policy applies to all locations and all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
#IND14
Requirements: Job Type: Temp to Hire Post Date: 10/25/2024
-
Director of Financial Services and Administration
2 months ago
Allentown, Pennsylvania, United States Allentown School District Full timeJob SummaryThe Allentown School District seeks a highly skilled and experienced Executive Director of Financial Planning to lead the district's financial planning and management efforts. This key leadership position is responsible for developing and implementing financial plans, managing budgets, and overseeing financial operations to ensure the district's...
-
Master Production Planner
5 months ago
Allentown, United States Sharp Services Full timeSUMMARY The Master Production Planner is responsible for utilizing QAD and Preactor to create and maintain a constrained Master Production Plan (MPP) while managing the appropriate planning horizon for all assigned Finished Goods and Work In Progress production requirements. Coordinates and communicates the MPP with Manufacturing, Quality, Facilities...
-
Chief Financial Officer
3 days ago
Allentown, Pennsylvania, United States Allentown City School District Full timeJob SummaryThe Allentown City School District seeks a highly skilled and experienced Chief Financial Officer to oversee the district's financial operations. This key leadership position is responsible for ensuring the district's financial stability, accountability, and compliance with regulatory requirements.Key ResponsibilitiesDevelop and implement...
-
Chief Financial Officer
2 weeks ago
Allentown, Pennsylvania, United States Allentown City School District Full timeJob Title: Chief Financial OfficerJoin the Allentown City School District team as a Chief Financial Officer, responsible for overseeing the district's financial affairs, including budgeting, accounting, and financial planning. This role requires a strong background in finance, leadership, and communication skills.Key Responsibilities:Supervise the accounting...
-
Chief Financial Officer
4 weeks ago
Allentown, Pennsylvania, United States Allentown City School District Full timeJob Title: Chief Financial OfficerJoin the Allentown City School District team as a Chief Financial Officer, responsible for overseeing the district's financial affairs and ensuring fiscal accountability.Key Responsibilities:Supervise the accounting system to provide accurate financial information for school officials and administrators.Develop procedures...
-
Chief Financial Officer
1 month ago
Allentown, Pennsylvania, United States Allentown School District Full timeJob Title: Executive Director of Financial PlanningAbout the Role:The Allentown School District is seeking a highly skilled and experienced Executive Director of Financial Planning to join our team. As a key member of our leadership team, you will be responsible for planning and managing the business affairs of the school system in compliance with...
-
Chief Financial Officer
1 month ago
Allentown, Pennsylvania, United States Allentown School District Full timeExecutive Director of Financial PlanningAbout the Role:The Allentown School District is seeking a highly skilled and experienced Executive Director of Financial Planning to join our team. As a key member of our leadership team, you will be responsible for planning and managing the business affairs of the school system in compliance with instructions of the...
-
Financial Counselor
4 weeks ago
Allentown, United States Robert Half Full timeJob DescriptionJob DescriptionRobert Half is working with a local healthcare organization that is recognized for providing first-rate health care services accompanied by unparalleled customer service in the healthcare industry. They're currently in search of a compassionate and experienced Financial Counselor to join their team.Job Role:As a Financial...
-
Allentown, Pennsylvania, United States Allentown School District Full timeJob SummaryThe Allentown School District seeks a highly skilled and experienced Executive Director of Financial Planning to lead the district's financial planning and management efforts. This key leadership position is responsible for developing and implementing financial plans, managing budgets, and overseeing financial operations to ensure the district's...
-
Financial Planning Manager
3 days ago
Allentown, Pennsylvania, United States Allentown City School District Full timeJob Title: Financial Planning ManagerAt Allentown City School District, we are seeking a highly skilled Financial Planning Manager to join our team. The successful candidate will be responsible for ensuring adequate fiscal controls and proper accounting and disbursement procedures.Key Responsibilities:Assist in annual budget development and assume...
-
Chief Financial Officer
2 weeks ago
Allentown, Pennsylvania, United States Allentown School District Full timeJob Title: Executive Director of Financial PlanningAbout the Role:The Executive Director of Financial Planning will be responsible for leading the financial planning and analysis function for the Allentown School District. This individual will work closely with the Chief Financial Officer and other stakeholders to develop and implement financial plans,...
-
Administrative Coordinator
4 weeks ago
Allentown, Pennsylvania, United States Cornerstone Advisors - Ensure You'll Endure™ Full timeJob SummaryWe are seeking a highly skilled and experienced Administrative Assistant to join our team at Cornerstone Advisors. As an Administrative Assistant, you will provide exceptional support to our executives, ensuring the smooth operation of our office and contributing to the success of our organization.Key ResponsibilitiesManage calendars and email in...
-
Grants Administration Manager
1 month ago
Allentown, Pennsylvania, United States FIA NOW Employment Solutions Full timeGrants Administration ManagerFIA NOW Employment Solutions is seeking a highly skilled Grants Administration Manager to oversee the full lifecycle of federal, state, and private grants. The successful candidate will ensure compliance with funders' guidelines and manage all administrative functions related to grants acquisition and reporting.Key...
-
Administrative Coordinator
2 months ago
Allentown, Pennsylvania, United States Cornerstone Advisors - Ensure You'll Endure™ Full timeJob SummaryWe are seeking a highly skilled and experienced Administrative Assistant to join our team at Cornerstone Advisors. As an Administrative Assistant, you will provide exceptional support to our executives, ensuring the smooth operation of our office and contributing to the success of our organization.Key ResponsibilitiesCalendar and Scheduling...
-
Administrative Assistant
1 month ago
Allentown, United States Robert Half Full timeJob DescriptionJob DescriptionWe are seeking a dedicated and professional part-time Executive Assistant to provide excellent support in various administrative tasks within a local church community. This role is vital to ensuring the smooth and efficient operation of the organization.Responsibilities:Manage and maintain church calendar including scheduling...
-
Administrative Coordinator
2 weeks ago
Allentown, Pennsylvania, United States Cornerstone Advisors Full timeJob SummaryWe are seeking a highly skilled and experienced Administrative Assistant to join our team at Cornerstone Advisors. As an Administrative Assistant, you will provide exceptional support to our executives, ensuring the smooth operation of our office and contributing to the success of our organization.Key ResponsibilitiesManage calendars and email in...
-
Grants Administration Manager
1 month ago
Allentown, Pennsylvania, United States FIA NOW Employment Solutions Full timeGrants Administration ManagerWe are seeking a highly skilled Grants Administration Manager to oversee the full lifecycle of federal, state, and private grants for our client, a nonprofit organization focused on bridging health gaps in underserved communities.Key Responsibilities:Manage all aspects of the grant lifecycle, including pre-award applications,...
-
Financial Accounting Manager
1 month ago
Allentown, Pennsylvania, United States Phoebe Ministries Full timeJob OpportunityPhoebe Ministries is seeking a highly skilled Financial Accounting Manager or Assistant Controller to join our team at our Allentown, PA campus.About the RoleThe Financial Accounting Manager, Assistant Controller will be responsible for overseeing the accuracy and efficiency of accounting services across all corporations within the Phoebe...
-
Financial Accounting Manager
2 weeks ago
Allentown, Pennsylvania, United States Phoebe Ministries Full timeJob OverviewPhoebe Ministries is seeking a highly skilled Financial Accounting Manager or Assistant Controller to join our team at our Allentown, PA campus.This is a full-time position that requires a proactive approach to identifying efficiency improvement opportunities and ensuring that all financial reporting meets the required standards and timelines.Key...
-
Grants Administration Manager
3 days ago
Allentown, Pennsylvania, United States FIA NOW Employment Solutions Full timeJob Title: Grants Administration ManagerFIA NOW Employment Solutions is seeking a highly skilled Grants Administration Manager to oversee the full lifecycle of federal, state, and private grants. The successful candidate will ensure compliance with funders' guidelines and manage all administrative functions related to grants acquisition and reporting.Key...