Financial Assistant
The HR Office IncState College, PA, United States6 days ago
Job type
- Full-time
- Permanent
Job descriptionPrepare 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. 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.
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 :
Qualifications :
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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Financial Assistant • State College, PA, United States
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