Financial Planner Administrator

4 weeks ago


Allentown, United States PeopleShare Inc Full time

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
Financial Planner Administrator Qualifications:
  • 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
Financial Planner Administrator Responsibilities:
  • 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

  • Allentown, United States Sharp Services Full time

    SUMMARY 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...


  • Allentown, Pennsylvania, United States Allentown City School District Full time

    Job 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...


  • Allentown, Pennsylvania, United States Allentown City School District Full time

    Job 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...


  • Allentown, Pennsylvania, United States FIA NOW Employment Solutions Full time

    Job 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...


  • Allentown, United States Robert Half Full time

    Job 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 Part Time Financial Counselor to join their team.Job Role:As a...


  • Allentown, Pennsylvania, United States St. Luke's University Health Network Full time

    Job Summary:We are seeking a highly skilled Senior Vice President, Financial Operations to lead our financial services functions and drive strategic initiatives to enhance performance. The ideal candidate will have a strong background in healthcare financial management and experience in implementing financial systems and processes.Key...


  • Allentown, United States Robert Half Full time

    Job DescriptionJob DescriptionSenior Financial Systems AnalystA client of ours is looking for a Senior Financial Systems Analyst for a contract role. The Senior Financial Systems Analyst will be responsible for overseeing the design, implementation, and maintenance of our financial systems to ensure accuracy, reliability, and compliance. As a Senior...


  • Allentown, Pennsylvania, United States Managed Labor Solutions Full time

    Job SummaryManaged Labor Solutions is seeking a highly organized and detail-oriented Accounts Receivable Coordinator to join our team. As a key member of our accounting and finance team, you will provide administrative support and assist with financial reporting.Key Responsibilities:Process and verify invoices for accuracy and timelinessEnsure customer...


  • Allentown, Pennsylvania, United States St. Luke's Hospital Full time

    Job Summary:We are seeking a highly skilled Senior Vice President, Financial Operations to lead our financial services functions and drive strategic initiatives to enhance performance and efficiency.Key Responsibilities:Assist the CFO in defining the finance division transformation implementation plans.Manage organizational changes, financial system...


  • Allentown, United States PrimeCare Medical, Inc. Full time

    Description: Job TypeFull-timeDescriptionPrime Care Medical is currently looking for a Registered Nurse (RN) to work as the Health Service Administrator (HSA) in the medical department at the Lehigh County Prison located in Allentown, Pa. In this role the HSA is the designated health authority whose responsibility is administratively overseeing the health...


  • Allentown, United States PrimeCare Medical, Inc. Full time

    Description:The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. Job TypeFull-timeDescriptionPrime Care Medical is currently looking for a Registered Nurse (RN) to work as the Health Service Administrator (HSA) in the medical department at the Lehigh County Prison located in...


  • Allentown, United States Cornerstone Advisors - Ensure You'll Endure™ Full time

    Position SummaryThe Administrative Assistant will be providing a high level of service to our executives helping them coordinate extremely active calendars, meetings (internal and external), travel, and speaking with our clients and advisors in a professional and gracious manner. Support to other team members as well as general office support will be...


  • Allentown, United States The Gallagher Search Group Full time $55,000 - $70,000

    Responsibilities Identify correspondence from carriers via mail or Document Retrieval and determine if further action is needed:o Premium confirmations, lapse notices, late notices (follow up and determineappropriate action)o Check and file/scan/index confirmations for Variable Universal Life, Indexed UniversalLife, Premiums, policy changes etc....


  • Allentown, United States St. Luke's University Health Network Full time

    St. Luke's is proud of the skills, experience and compassion of its employees. The employees of St. Luke's are our most valuable asset! Individually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other...


  • Allentown, United States St. Luke's University Health Network Full time

    St. Luke's is proud of the skills, experience and compassion of its employees. The employees of St. Luke's are our most valuable asset! Individually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other...

  • Data Technician

    4 weeks ago


    Allentown, Pennsylvania, United States COUNTY OF LEHIGH PENNSYLVANIA Full time

    Job Summary:This is an advanced clerical position that performs procedural processing tasks, including those in the area of specialization. The incumbent will independently process involved, multi-step procedures, gathering and/or verifying information, comparing against established standards, and determining conformance to requirements and/or further action...


  • Allentown, United States Remington & Vernick Engineers Full time

    Job DescriptionJob DescriptionPOSITION SUMMARY:The Project Engineer is a Professional Engineer with 10-15 years of experience. This individual will design and/or manage a variety of infrastructure projects (owned by municipalities and local school districts) and will report directly to the principal. Such projects shall include roads, underground utilities,...


  • Allentown, PA, United States St. Luke's University Health Network Full time

    St. Luke's is proud of the skills, experience and compassion of its employees. The employees of St. Luke's are our most valuable asset! Individually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other...


  • Allentown, United States Robert Half Full time

    Job DescriptionJob DescriptionRobert Half is working with a leading healthcare provider dedicated to delivering exceptional patient care and support services. As part of their commitment to patient well-being, we are seeking a dedicated and compassionate Bilingual Customer Service Representative to join their team. As a Bilingual Customer Service...


  • Allentown, Pennsylvania, United States St. Luke's University Health Network Full time

    Luke's University Health Network is seeking a highly skilled Senior VP Asset Management to lead strategic initiatives that enhance the performance of primary financial services functions.The ideal candidate will identify potential new financial systems and processes that support financial efficiency, working in collaboration with finance division leadership...