Financial Services Coordinator
1 day ago
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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