Financial Assistant
3 days ago
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.
-
Financial Center Assistant Manager
2 weeks ago
State College, PA, United States Opportunities Full timeFinancial Center Assistant Manager As a Financial Center Assistant Manager, you will be responsible for assisting the Financial Center Manager in overseeing daily operations, managing staff, and ensuring exceptional customer experiences while providing leadership and assistance across various areas including individual goal achievement, employee development,...
-
Financial Center Assistant Manager
18 hours ago
State College, PA, United States Opportunities Full timeFinancial Center Assistant Manager As a Financial Center Assistant Manager, you will be responsible for assisting the Financial Center Manager in overseeing daily operations, managing staff, and ensuring exceptional customer experiences while providing leadership and assistance across various areas including individual goal achievement, employee development,...
-
Customer Service Representative
1 day ago
State College, PA, United States Lendmark Financial Services Full timeAt Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That's one way we differ from our competitors. We are proud of what we as a team have...
-
Mortgage Loan Officer
5 days ago
State College, PA, United States PNC Financial Services Group Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Mortgage Loan Officer
1 day ago
State College, PA, United States PNC Financial Services Group Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
State College, PA, United States Geisinger Health System Full timeJob Summary Geisinger has hundreds of community sites that allows MAs to work in a progressive learning environment while providing top-notch care in an outpatient clinical setting.? Job Duties Supports patients and providers within the outpatient setting by performing basic direct patient care activities. Provides basic patient care duties such as taking...
-
Medical Assistant OR Certified Medical Assistant
2 weeks ago
State College, PA, United States Geisinger Health System Full timeJob Summary Geisinger has hundreds of community sites that allows MAs to work in a progressive learning environment while providing top-notch care in an outpatient clinical setting.? Job Duties Supports patients and providers within the outpatient setting by performing basic direct patient care activities. Provides basic patient care duties such as taking...
-
Hospital Veterinary Assistant
2 weeks ago
State College, PA, United States Petco Full timeCreate a healthier, brighter future for pets, pet parents and people! If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your wellbeing, Petco is the place for you. Our core values capture that spirit as we work to improve lives by doing what's right for pets, people and our planet. We...
-
Certified Medical Assistant
2 weeks ago
State College, PA, United States Geisinger Health System Full timeJob Summary Geisinger offers outpatient Certified Medical Assistants a $3,000 bonus for eligible candidates. Geisinger has hundreds of community sites that allows Certified Medical Assistants to work to the top of their certification while providing top-notch care in an ambulatory setting.? Job Duties Provides direct patient care and clinical support for...
-
Certified Medical Assistant
2 weeks ago
State College, PA, United States Geisinger Health System Full timeJob Summary Geisinger offers outpatient Certified Medical Assistants a $3,000 bonus for eligible candidates. Geisinger has hundreds of community sites that allows Certified Medical Assistants to work to the top of their certification while providing top-notch care in an ambulatory setting.? Job Duties Provides direct patient care and clinical support for...