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Financial Assistant
Financial AssistantThe HR Office Inc • State College, PA, United States
Financial Assistant

Financial Assistant

The HR Office Inc • State College, PA, United States
30+ days ago
Job type
  • Full-time
Job description

Are you detail-oriented, organized, and passionate about delivering exceptional customer service? Our client is seeking a professional and personable Financial Assistant to support daily administrative operations in a fast-paced financial services environment. This role is ideal for someone who enjoys working with clients, managing important documentation, and has a strong interest in the investment world.

Schedule: Full-time, Monday-Friday (8:30am - 5:30pm)
Pay: $19.00+/hour (based on experience)
Type: Temp-to-hire opportunity for the right candidate

Key Responsibilities:

  • Provide outstanding customer service to clients in person, over the phone, and via email
  • Process financial paperwork accurately and efficiently, ensuring compliance with company and regulatory standards
  • Assist clients with account-related requests, including withdrawals and general account maintenance
  • Prepare and review documentation related to IRAs, Roth IRAs, 401(k)s, and other investment accounts
  • Maintain organized and up-to-date client files and records
  • Coordinate and follow up on client requests to ensure timely completion
  • Support advisors and team members with administrative tasks as needed
  • Handle sensitive financial information with confidentiality and professionalism
Qualifications:
  • Previous administrative or customer service experience (financial services experience preferred)
  • Familiarity with retirement accounts such as IRAs, Roth IRAs, and 401(k)s is a strong plus
  • Strong attention to detail and ability to process high volumes of paperwork accurately
  • Excellent communication and interpersonal skills
  • Highly organized and task-oriented with strong time management abilities
  • Ability to multitask and thrive in a fast-paced environment
  • Professional demeanor with a positive, client-focused attitude
  • Proficiency in Microsoft Office and general office systems
What We're Looking For:
  • A personable and professional individual who builds strong client relationships
  • Someone who takes pride in accuracy and organization
  • A proactive team player who can anticipate needs and follow through
  • Interest in financial services and willingness to learn and grow within the industry


Don't miss out on this opportunity - apply today by submitting your resume or call The HR Office, Inc. at 814-238-3750 for immediate consideration.
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Financial Assistant • State College, PA, United States

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