Administrative Assistant - Financial Services

Abel Personnel

Camp Hill (Cumberland County)

On-site

USD 40,000 - 50,000

Full time

5 days ago
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Benefits offered by this job

Health insurance
Retirement plan
Paid time off

Job summary

Abel Personnel in Camp Hill is hiring an Administrative Assistant – Financial Services for an established firm specializing in tax, small-business accounting, financial planning, and investment services.

You will handle administrative support, client service, data entry and document processing, with hands-on training and opportunities to grow within the business.

Qualifications

  • Strong attention to detail and accuracy in data entry and document processing.
  • Comfort working with numbers and forms in a professional office setting.
  • Clear verbal and written communication skills for client interactions.
  • Friendly, professional customer service approach and teamwork.

Responsibilities

  • Greet clients arriving for scheduled appointments.
  • Answer and route incoming phone calls professionally.
  • Make follow-up calls to existing clients; no cold calling.
  • Prepare and process investment account paperwork accurately.
  • Enter and update information while checking documents for completeness.
  • Scan, organize, and assist with mapping source documents for tax and accounting work.
  • Maintain orderly electronic records and protect confidential client information.
  • Use Microsoft 365, Word, Excel, and Outlook to support daily office operations.
  • Work closely with colleagues and assist with additional administrative tasks as needed.

Skills

Attention to detail
Numerical comfort
Verbal & written communication
Customer service mindset
Team player
Dependable

Tools

Microsoft 365
Word
Excel
Outlook

Job description

Job Description

Administrative Assistant – Financial Services

Camp Hill, PA | Full-Time | Direct Hire | $40,000–$50,000 Annually
Monday–Friday, 8:00 a.m.–4:30 p.m. | In-Office | Benefits & Training Provided

Are you detail-oriented, comfortable with numbers, and ready to build a career in a professional office? Abel Personnel is hiring an Administrative Assistant for an established Camp Hill firm specializing in tax, small-business accounting, financial planning, and investment services.

This newly created position combines administrative support, client service, data entry, and document processing . Join a supportive team that will train you in its processes and offer opportunities to learn more about the business.

No previous accounting or financial services experience is required. Administrative assistants, bank tellers, customer service professionals, and recent graduates with strong computer and organizational skills are encouraged to apply.

Pay, Benefits & Schedule
  • $40,000–$50,000 annual salary , based on relevant experience and demonstrated skills.
  • Permanent, direct hire employment: Join the client’s payroll from your first day.
  • Health insurance, retirement plan, and paid time off.
  • Monday–Friday schedule, generally 8:00 a.m.–4:30 p.m.
  • In-office position in Camp Hill, Pennsylvania , with some scheduling flexibility possible.
  • Hands-on training in the firm’s systems and procedures.
Administrative Assistant Responsibilities
  • Greet clients arriving for scheduled appointments.
  • Answer and route incoming phone calls professionally.
  • Make follow-up calls to existing clients— no cold calling or solicitation .
  • Prepare and process investment account paperwork accurately.
  • Enter and update information while checking documents for completeness.
  • Scan, organize, and assist with mapping source documents for tax and accounting work.
  • Maintain orderly electronic records and protect confidential client information.
  • Use Microsoft 365, Word, Excel, and Outlook to support daily office operations.
  • Work closely with colleagues and assist with additional administrative tasks as needed.
Qualifications
  • Strong attention to detail, accuracy, and organizational skills.
  • Comfort working with numbers, forms, and data entry.
  • Working proficiency in Microsoft Word, Excel, and Outlook .
  • Clear verbal and written communication skills.
  • Friendly, professional customer service approach.
  • Ability to manage tasks, follow procedures, and learn new software.
  • Dependable attendance and a collaborative attitude.
  • Ability to work onsite in Camp Hill during the scheduled office hours.

Helpful backgrounds include: administrative support, office assistance, banking, bank teller work, client service, or customer service. Experience in a CPA office, accounting firm, or financial services practice is a plus.

A college degree is not required.

A Career That Can Grow With You

You will begin in administration, with the opportunity to explore additional responsibilities in tax, accounting, financial planning, or investment services as your skills and interests develop. If you prefer to build a long-term career as an administrative professional, that path is equally valued.

Hiring Process

Abel Personnel will conduct initial screening, relevant skills assessments, and a recruiter interview. Qualified candidates will be presented to the client for consideration.

Employment is subject to applicable background and security screening requirements. Fingerprinting may be required because of the firm’s investment services work.

Abel Personnel is an equal opportunity employer.

Company Description

A trusted family-owned company since 1969, we are one of Central Pennsylvania's oldest and most respected recruitment firms. Based in Harrisburg, we offer flexible staffing, placement, and recruitment services across diverse industries. Our personalized approach ensures the best match for both clients and candidates.

Working with our staffing firm means you’ll enjoy several benefits: our services are completely free for candidates, and you gain access to exclusive opportunities that may not be publicly advertised. Our experienced recruiters work directly with hiring managers, ensuring your qualifications are seen by decision‑makers. We also provide personalized resume recommendations, helping you stand out and showcase your skills effectively. From interview preparation to offer negotiations, we guide you through every step of the hiring process, saving you time and effort.

We are proud to be an equal opportunity employer, committed to providing fair and inclusive employment opportunities for all. This policy covers every aspect of employment, from recruitment and hiring to training and advancement, ensuring a workplace that values diversity and equity. Let us help you find your next great opportunity—start your journey with us today!

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