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Financial Services Administrative Assistant

2 months ago


Ephrata, Pennsylvania, United States Smoker & Company Full time
Financial Services Administrative Assistant

Smoker & Company LLC, a leading financial services firm based in Lancaster, PA, is seeking a dedicated and detail-oriented Financial Services Administrative Assistant to provide administrative support to our financial advisors and ensure the smooth operation of our office.

Key Responsibilities:
  • Administrative Support: Provide administrative assistance to financial advisors, including managing calendars, scheduling appointments, and handling client inquiries.
  • Client Documentation: Prepare and process client documentation, including account applications, transfers, and investment forms.
  • Financial Reports: Assist in the preparation of financial reports, presentations, and marketing materials.
  • Research and Data: Perform research and gather data on various financial products and services.
  • Client Records: Maintain accurate and up-to-date client records in compliance with regulatory requirements.
  • Marketing and Business Development: Assist with marketing and business development activities, including coordinating client events and preparing marketing materials.
  • Collaboration: Collaborate with colleagues to ensure the efficient operation of the office.
Requirements:
  • Education: Bachelor's degree in finance, business administration, or a related field.
  • Experience: 1-2 years of experience in a similar administrative role, preferably in the financial services industry.
  • Skills: Strong organizational and time management skills, with the ability to prioritize tasks effectively. Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint. Excellent verbal and written communication skills. Attention to detail and accuracy in data entry and document preparation. Ability to handle confidential and sensitive information with professionalism and discretion.
  • Preferred Qualifications: Understanding of financial products, services, and terminology.
Benefits:
  • Medical, Dental, Vision Insurance
  • 401K Match
  • Opportunities for Professional Growth and Career Advancement