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Office Administrator

3 months ago

Beaver, United States Harper & Hodge Wealth Management Full time $42,000 - $56,500
Job DescriptionJob Description

We are seeking an Office Administrator - New Accounts to join our team You will perform clerical and administrative functions in order to drive company success.

Responsibilities:

  • Draft new account paperwork as well as other correspondence and formal documents
  • Communicate by telephone and email with investment companies to resolve exceptions and expedite funding of new accounts.
  • Answer inbound telephone calls
  • Develop and implement organized filing systems
  • Perform other office duties as assigned

Qualifications:

  • Previous experience in investments, insurance, banking and/or accounting or other related fields is strongly preferred
  • Professional, friendly and caring personality imperative
  • Ability to prioritize and multitask in a small team-oriented environment
  • Work in cooperation with other team members
  • Excellent written and verbal communication skills
  • Strong attention to detail imperative
  • ​Strong organizational skills
Company DescriptionHarper & Hodge Wealth Management is a full-service investment firm. We have offices conveniently located in Beaver, Pennsylvania, Mars, Pennsylvania and Palm Springs, California.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.Company DescriptionHarper & Hodge Wealth Management is a full-service investment firm. We have offices conveniently located in Beaver, Pennsylvania, Mars, Pennsylvania and Palm Springs, California.\r
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Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.