Financial Assistant

3 days ago


State College, PA, United States The HR Office Inc Full time

Do you have administrative experience in a financial services setting? Our client is seeking a Financial Assistant to join their professional, investment management team. This individual will support the advisors and oversee client engagement.

*Schedule: Monday - Friday (Full-time)

*Pay: $40,000+/year (DOE)

*This is a temp to hire position or direct hire for the right candidate

Responsibilities:

-Prepare proposals, new account applications and meeting materials

-Schedule and coordinate client appointments and follow-ups.

-Maintain accurate and up-to-date client records.

-Prepare seminar materials, including handouts and multimedia presentations

-Provide timely responses and a high degree of initiative to client inquiries.

-Maintain a helpful and willing attitude to serve.

Qualifications:

-Financial Services experience (preferred)

-Strong organizational skills and attention to detail.

-Excellent communication and interpersonal skills

-Proficient computer skills (Financial Software, CRM and Microsoft Office Suite)

-Ability to work independently and as part of a team.

If you are eager to contribute to a growing team's success as a Financial Assistant, submit your resume today or call 814-238-3750.



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