Job Description

Financial Advisor Administrative Assistant

Horsham, PA

Financial Advisor Administrative Assistant PA is seeking an Experienced Financial Advisor Administrative Assistant.

Hoffman Financial Group seeks a motivated, responsible individual to perform day-to-day operational procedures. This is a full-time position. If not licensed, we will provide assistance and paid training . Will need to obtain it in the first 90 days of starting the position.

RESPONSIBILITIES:

• Work closely with the Financial Advisor on client reviews.
• Information database system management client CRM
• Prepare and process all applications, transfer paperwork, and account services
• Perform work tasks with a high attention to detail, with the ability to reliably ensure complete accuracy of data and documents.
• Work independently and make decisions while following established policies.
• Organize workflow and keep Financial Advisor’s workflow organized.
• Scheduling insurance and investment-related reviews
• Preparing client letters and other written communication as requested
• Schedule annual review meetings
• Interfacing with the compliance officer and practice compliance.
• Obtain SIE, series 6 & 63 and paid training required, incentives will be given.

REQUIRED EXPERIENCE, SKILLS & ABILITIES:

• Associate or bachelor’s college degree preferred. Not required.
• MUST have a minimum of 2 -4 years administrative experience.
• Excellent interpersonal, oral and written communication skills.
• Computer skills (word processing, spreadsheets, data base management); spelling and grammar skills; proficiency in math, accounting, and analytical skills; research, analysis, planning and organizational skills.
• Must have a professional demeanor
• Takes action on office priorities in a proactive manner.
• Dedication to detail and accuracy.
• Ability to follow directions and work with minimum supervision; take ownership of assigned tasks and think for themselves.
• Excellent administrative, time management, and organizational skills.
• A pleasant telephone manner and upbeat personality.
• Punctual and reliable.

Schedule:

• Full time
• Day shift
• Monday to Friday
• No weekends
• In person position

Health benefits included.

Experience:

• Customer service: 3 years (Required)

Work Location: In person

Job Tags

Similar Jobs