Financial Services Coordinator
1 week ago
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.
- 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.
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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Financial Administrative Coordinator
1 week ago
Allentown, Pennsylvania, United States Asbury United Methodist church Full timePosition OverviewFinancial Administrative CoordinatorAsbury United Methodist ChurchRole Summary:The Financial Administrative Coordinator will act as the internal financial officer for the Church, providing support to external accountants in managing financial transactions and generating financial reports. This role is accountable to the Senior Pastor.Asbury...
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Sales and Service Representative
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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...
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Bilingual Financial Services Representative
2 weeks ago
Allentown, Pennsylvania, United States People First Federal Credit Union Full timePosition Overview: As a Bilingual Financial Services Representative, you will serve as the welcoming face of our organization, dedicated to delivering exceptional financial services in a warm and personalized environment. Key Responsibilities: Assist members with various financial transactions, including cash handling and negotiable instruments.Identify and...
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Bilingual Sales and Service Representative
2 days ago
Allentown, Pennsylvania, United States Fulton Financial Corporation Full timeAbout the RoleThis is a full-time career opportunity (approximately 40 hours per week) based out of our financial center in Allentown, PA. Must be available to be scheduled around (no Sundays).Job SummaryThe Sales and Service Specialist is responsible for providing an exceptional customer experience by handling every customer need from service to sales with...
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Manufacturing Financial Controller
1 week ago
Allentown, Pennsylvania, United States The Judge Group Full timeCompany Overview:We are a prominent entity in the pet care sector, excelling in volume, profitability, and market presence. Our workforce embodies the spirit of innovation and community service. Position Summary:The Manufacturing Financial Controller will oversee financial reporting, cost analysis, inventory oversight, internal controls, and performance...
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Financial Accountant II
2 weeks ago
Allentown, Pennsylvania, United States Phoebe Ministries Full timeAccountant II Phoebe Ministries is seeking a Full-time Accountant II to support our financial operations. We value our employees and recognize their essential role in fulfilling our mission to enhance the lives of seniors. Our facilities maintain a modern environment and uphold high standards of excellence for all staff members. Phoebe provides excellent...
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Accountant II
6 days ago
Allentown, Pennsylvania, United States Phoebe Ministries Full timeJob SummaryAccountant II - Financial ExpertPhoebe Ministries is seeking a highly skilled Accountant II to join our team in a full-time capacity. As a key member of our financial department, you will be responsible for providing a range of general accounting services to select facilities within the Phoebe system.Key Responsibilities:Coordinate financial work...
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Senior Financial Accounting Leader
2 weeks ago
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Patient Services Coordinator
2 weeks ago
Allentown, Pennsylvania, United States Rezolut Full timeJoin Our Esteemed Team - Patient Services Coordinator RoleAt Rezolut Imaging, we are on the lookout for a committed Patient Services Coordinator to enhance our team and support our vision of delivering exceptional patient care and cutting-edge technology in diagnostic medical imaging.Position OverviewWe seek a proactive individual with outstanding...
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Allentown, Pennsylvania, United States Christine Moscaritolo - State Farm Agent Full timePosition OverviewIf you have a knack for engaging with individuals, are motivated to excel, and possess a desire to thrive in a dynamic work atmosphere, this role could be a great fit for you. This position is structured to provide hands-on training while collaborating with a dedicated mentor in the office, focusing on building and nurturing client...
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Manufacturing Financial Controller
2 weeks ago
Allentown, Pennsylvania, United States The Judge Group Full timeCompany Overview:We are a prominent entity in the pet care sector, excelling in volume, profitability, and market presence, while encouraging our employees to strive for excellence. Role Overview:The Manufacturing Financial Controller will oversee financial documentation, cost analysis, inventory oversight, internal auditing, and performance metrics at our...
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Allentown, Pennsylvania, United States Phoebe Ministries Full timePhoebe Ministries is seeking a highly skilled Financial Accounting Manager or Assistant Controller to join our team.We value our employees and show our appreciation for their hard work and dedication to our mission of enriching the lives of seniors.Phoebe Ministries offers a comprehensive benefits package, including:Generous Paid Annual Leave TimeFull...
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Care Services Coordinator
6 days ago
Allentown, Pennsylvania, United States All American Home Care LLC Full timeJob DescriptionAll American Home Care LLC is seeking an experienced Care Professional to fill the role of Field Supervisor.Job SummaryThe Field Supervisor is responsible for overseeing the implementation of care and treatment plans, as well as supervising caregivers to ensure the delivery of high-quality care services.Key ResponsibilitiesSupervise and...
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Allentown, Pennsylvania, United States Phoebe Ministries Full timePhoebe Ministries is seeking a highly skilled Financial Accounting Manager or Assistant Controller to join our team.We value our employees and show our appreciation for their hard work and dedication. As a member of our team, you will have the opportunity to work in a dynamic and supportive environment that fosters growth and development.Key...
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Sales and Service Coordinator
6 days ago
Allentown, Pennsylvania, United States GFL Environmental Full timeJob SummaryThe Customer Service Representative will play a key role in selling and promoting GFL Environmental's solid waste services to businesses and industrial establishments. This individual will be responsible for assisting outside sales representatives with appointment setting, customer tracking, and quotations.Key ResponsibilitiesCustomer Service:...
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Client Support Coordinator
2 weeks ago
Allentown, Pennsylvania, United States Allied Personnel Services Full timeAllied Personnel Services is looking for qualified candidates for a Client Support Coordinator position. This is a temp-to-hire role that offers full-time hours from 7 am to 3:30 pm with a competitive pay rate of $21.50 per hour.Key Responsibilities:Assist the internal sales and account management teams in their daily operations.Provide exceptional support...
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Client Support Coordinator
1 week ago
Allentown, Pennsylvania, United States Allied Personnel Services Full timeAllied Personnel Services is currently looking for candidates to fill the role of Client Support Coordinator. This position is a temp-to-hire opportunity offering full-time hours from 7 am to 3:30 pm with a competitive pay rate of $21.50 per hour.Key Responsibilities:Assist the internal sales and account management teams.Provide exceptional support to ensure...
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Rapid Response Team Coordinator
2 weeks ago
Allentown, Pennsylvania, United States Community Services for Children Full timeCoordinator for ELRC Rapid Response Team at Community Services for ChildrenSalary: $46,450 per yearWork Schedule & LocationHours per week: 40Weeks per year: 52Location: Allentown, PACommunity Services for Children is seeking a proactive and skilled individual to fill the role of Coordinator for the ELRC Rapid Response Team (RRT). This position is crucial for...
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Junior Financial Consultant
1 week ago
Allentown, Pennsylvania, United States NYL - Allentown Full timeJob OverviewWe are looking for a motivated and strategic Financial Advisor to take on an entry-level role that provides opportunities for advancement and a positive career trajectory. The ideal candidate will be passionate about assisting clients in recognizing and reaching their financial aspirations through various planning services.Key ResponsibilitiesAct...