Financial Advisor Administrative Assistant
3 weeks ago
Summary:
With this position, you will be working for two advisory practices with a combined 48+ years of industry experience. We go into greater detail on what we’re looking for in the job description below, but we are looking for someone who can handle multiple tasks simultaneously, great organizational, communication, troubleshooting, and people skills.
Job descriptions:
o Understanding the vernacular of financial markets/retirement planning
o Confirming transactions/paperwork is completed properly, in compliance with SEC/FINRA regulations
o Working with Redtail CRM, Microsoft Word, Excel, etc.
o Ensuring Required Minimum Distributions (RMD’s) are completed and accounted for by year’s end
o Logging compliance related items: i.e. incoming/outgoing correspondence, client checks for deposit, etc.
o Working in the office most of the time (i.e. 8 hour work day)
o Website & social media posts
o Managing advisor emails, phone calls, mailings, etc.
o Making sure advisor’s licensing & continuing education are in good order
o Organizational skills, multitasking, and attention to detail is crucial
Education/Experience (Preferred):
o Bachelor’s degree
o 3+ years in the financial services industry
o Licensed or unlicensed
Benefits:
o Pay/Salary—$50,000 depending on qualifications
o Retirement plan - employer contributions
o Flexibility with schedule
o Paid time off
o Opportunity to become a full-time advisor (if desired)
o Potential bonus opportunities throughout the year
Company Description- Holistic financial planning
- Estate/generational planning
- Retirement planning
- Investment management
- Insurance productsCompany Description- Holistic financial planning\r
- Estate/generational planning\r
- Retirement planning\r
- Investment management\r
- Insurance products
-
Wealth Advisor
1 day ago
Wyomissing, United States Tompkins Financial Advisors Full timeOverview Responsible for building and maintaining existing client relationships; creating comprehensive wealth plans and coordinated financial strategies to align with each client’s goals and values; seeking referrals by fostering relationships with centers of influence, existing clients, community involvement and other professional external client...
-
Advisor
1 month ago
Wyomissing, United States Element Risk Full timePOSITION: Advisor DIVISION: Region 2 REPORTS TO: Max George, Regional Manager, Element Risk Management LICENSE REQUIRED: Yes (P&C) STATUS: Exempt : The Advisor is responsible for developing and managing a book of business. The Advisor also needs to service insurance customers by analyzing their individual needs, evaluating options, and offering tailored...
-
Level III Systems Administrator
2 days ago
Wyomissing, United States Stratix Systems Full timeJob DescriptionJob DescriptionLevel III Systems AdministratorStratix Systems is an innovative and growing company providing a full range of IT consulting services to small and medium-sized businesses. We have an exciting opportunity for an experienced IT individual to support a territory in the Greater Berks and surrounding regions.The Level III Systems...
-
Assistant Store Manager
1 day ago
Wyomissing, Pennsylvania, United States Chico's FAS, Inc. - Retail Full timeJoin our chic team, dedicated to a styling and social experience that inspires women to express their individualityPOSITION OBJECTIVE:The Assistant Store Manager is responsible for supporting the Store Manager in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations,...
-
Assistant Store Manager
1 day ago
Wyomissing, Pennsylvania, United States Chico's FAS Full timeJoin our chic team, dedicated to a styling and social experience that inspires women to express their individuality.POSITION OBJECTIVE:The Assistant Store Manager is responsible for supporting the Store Manager in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations,...
-
Assistant Store Manager
6 hours ago
Wyomissing, United States Chico's FAS Full timeJoin our chic team, dedicated to a styling and social experience that inspires women to express their individuality.POSITION OBJECTIVE:The Assistant Store Manager is responsible for supporting the Store Manager in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations,...
-
Marketing Campaign Administrator
1 month ago
Wyomissing, United States PENN Entertainment Full timeWE’RE CHANGING ENTERTAINMENT. COME JOIN US. We’re always looking for talent that believes in having fun. At PENN Entertainment, you’ll get to be a part of an exciting industry, where the days and nights are fast paced. You’ll work with an incredibly diverse set of co-workers driven by their enthusiasm for helping people find and have more...
-
Assistant Bakery Manager
2 days ago
Wyomissing, United States Weis Markets, Inc. Full timeJob Description : ESSENTIAL DUTIES AND RESPONSIBILITIES The associate is responsible for the functions below, in addition to other duties as assigned: Promotes excellent customer relations by instilling positive customer focused behavior with associates. Smiles and greets customers, answers customer questions and helps resolve customer issues...
-
Home Care Director
2 days ago
Wyomissing, United States LHC Group Full timeWe are currently hiring a Home Care Director to join our team in Wyomissing, PA! LHC Group is a leader in post-acute care for our communities throughout the US. More hospitals, physicians and families choose LHC Group Home and Community Bases Services, because we are united by a single, shared purpose: "It's all about helping people." As the Home Care...
-
Director of Food
7 days ago
Wyomissing, United States PENN Entertainment Full timeWE’RE CHANGING ENTERTAINMENT. COME JOIN US. We’re always looking for talent that believes in having fun. At PENN Entertainment, you’ll get to be a part of an exciting industry, where the days and nights are fast paced. You’ll work with an incredibly diverse set of co-workers driven by their enthusiasm for helping people find and have more...
-
Surgery Coordinator
2 weeks ago
Wyomissing, Pennsylvania, United States Progressive Vision Institute Full timeDescription:The Surgery Coordinator's job position is:Maintains surgical schedule for surgeonsCommunicates with patients about: scheduling, pre-op testing and visits, insurance requirements, surgical consents, facility ownership disclosure, transportation requirements, financial requirements, financial hardship assistanceContacts facilities for...
-
Senior Network Engineer
1 day ago
Wyomissing, Pennsylvania, United States Customers Bank Full timeAt Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization...
-
Commercial Bookkeeper
2 days ago
Wyomissing, United States Berks Construction Group, LLC Full timeJob DescriptionJob DescriptionWho we are. Berks Construction Group is a National General Contractor with Offices in PA, NJ, OH and opening soon in MD & MA. We work consistently in the following business sectors: Retail, Automotive, Big Box Retail, Restaurants, Entertainment, Medical Offices, Fitness, Health and Wellness, Dental, Urgent Care Facilities...
-
Client Performance Representative
1 day ago
Wyomissing, Pennsylvania, United States Cencora Full timeOur team members are at the heart of everything we do. At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on that purpose. If you want to make a difference at the center of health, come join our innovative company and help us improve the lives of people and animals...
-
Pediatric Dentist
4 weeks ago
Wyomissing, United States Chord Specialty Dental Partners Full timeOverview: Children's Dental Health, an affiliate of Chord Specialty Dental Partners, is currently seeking a **Pediatric Dentist** to serve our patients in Wyomissing, PA! Wyomissing is less than 2 hours from Philadelphia and Baltimore, and under 4 hours from the Catskill Mountains This is a great opportunity for long-term career and financial success. This...
-
General Dentist
4 weeks ago
Wyomissing, United States Chord Specialty Dental Partners Full timeOverview: Children's Dental Health, an affiliate of Chord Specialty Dental Partners, is currently seeking a **General Dentist** to serve our pediatric patients in Wyomissing, PA! Wyomissing is less than 2 hours from Philadelphia and Baltimore, and under 4 hours from the Catskill Mountains. This is a great opportunity for long-term career and financial...
-
Wyomissing, Pennsylvania, United States Customers Bank Full timeAt Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization...
-
Resident Liaison
4 weeks ago
Wyomissing, United States The Highlands at Wyomissing Full timeEssential Functions:Answer all resident phone calls.Check Dining Order email.Map out and confirm all reservations.Respond to any resident messages.Charge all to-go and room service orders in Meal Suite.Assist supervisor with any necessary paperwork.Assist with to-go and room service orders as needed for lunch & dinner service.Assist supervisor in dinner...
-
Service Desk Analyst
4 weeks ago
Wyomissing, United States Robert Half Full timeResponsibilities:• Deliver second-tier support via desk-side, remote, and on-site office assistance.• Monitor recurring tickets to identify emerging trends and common issues.• Collaborate with Technical Account Managers to resolve escalated customer concerns.• Generate new knowledge base entries to enhance first-line issue resolution rates.• Adhere...
-
Service Desk Analyst
3 weeks ago
Wyomissing, United States Robert Half Full timeResponsibilities:• Deliver second-tier support via desk-side, remote, and on-site office assistance.• Monitor recurring tickets to identify emerging trends and common issues.• Collaborate with Technical Account Managers to resolve escalated customer concerns.• Generate new knowledge base entries to enhance first-line issue resolution rates.• Adhere...