Financial Services Coordinator

1 day ago


Lancaster, Pennsylvania, United States Landis Financial Advisors, Inc. Full time
Job Summary

We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Landis Financial Advisors, Inc. in Lancaster, PA.

The ideal candidate will have excellent communication skills, a strong work ethic, and the ability to multitask in a fast-paced environment.

The Financial Services Coordinator will be responsible for providing administrative support to our advisors, managing client relationships, and coordinating various office operations.

Key Responsibilities:

  • Manage client relationships and provide exceptional customer service
  • Coordinate office operations, including scheduling appointments and managing calendars
  • Provide administrative support to advisors, including data entry and document preparation
  • Assist with event planning and coordination
  • Perform other administrative tasks as needed

Requirements:

  • High school diploma or equivalent required; associate's or bachelor's degree preferred
  • Excellent communication and organizational skills
  • Ability to multitask and work in a fast-paced environment
  • Proficient in Microsoft Office Suite

Benefits:

  • Health and dental insurance
  • Paid time off and holidays
  • Retirement plan with match

We are an equal opportunity employer and welcome applications from diverse candidates.



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