Financial Services Coordinator

1 week ago


Allentown, Pennsylvania, United States PeopleShare Full time
Job Summary

We are seeking a highly organized and detail-oriented Financial Planner Administrator to join our team at PeopleShare. As a key member of our financial services team, you will provide administrative support to our financial advisors and play a critical role in maintaining client relationships.

Key Responsibilities
  • Client Support: Provide ongoing support to financial advisors, including proactive client communication, maintaining client records, and coordinating account openings.
  • Office Administration: Assist with daily office administration, including filing, e-filing, and maintaining accurate records.
  • Communication: Regularly report to and communicate with financial advisors and team members regarding client service and account management.
  • Account Management: Coordinate and manage account openings, handle account communication, and ensure timely notification.
  • Technology Integration: Fully integrate Redtail CRM with automation of administrative and operational responsibilities.
Requirements
  • Education: High School diploma or higher.
  • Licenses: Life, Health, and Securities licenses (plus) preferred.
  • Skills: Excellent computer skills, Microsoft Office proficiency, and strong organizational and project management skills.
  • Attitude: Positive attitude and desire to be part of a company dedicated to client satisfaction.
About PeopleShare

PeopleShare is a leading staffing agency in the region, providing temporary to hire and permanent jobs across 8 states. We offer equal opportunities to all employees and applicants for employment without regard to protected categories or classes under federal, state, and/or local laws.



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