Financial Services Coordinator

4 days ago


Carlisle, Pennsylvania, United States Orrstown Financial Full time
Job Overview

We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Orrstown Financial. This role will provide critical support to our investment representatives, ensuring seamless operations and exceptional client experiences.

Key Responsibilities
  • Sales Support: Assist investment representatives with processing new accounts, scheduling appointments, and responding to client inquiries.
  • Client Relationship Management: Foster strong working relationships with clients, vendors, and internal teams to ensure efficient completion of tasks and timely follow-up.
  • Administrative Tasks: Prepare client reporting, scan and maintain files, update sales literature, and coordinate work tasks with personnel from applicable departments.
Requirements
  • Education: High school diploma or equivalent.
  • Experience: Minimum one (1) year experience in a related field, with customer service experience preferred.
  • Licenses: Series 7/63 license and Life/Health license preferred.
Essential Skills
  • Communication: Excellent verbal, written, and interpersonal skills.
  • Organizational: Strong attention to detail, ability to prioritize tasks, and maintain accurate records.
  • Technical: Proficient working knowledge of Microsoft Office, including Excel.
Working Environment

Orrstown Financial is committed to maintaining a safe and respectful work environment. We strive to promote open communication, diversity, and inclusion among all employees.


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