Client-Focused Investment Services & Admin Specialist

Orrstown Bank; Carlisle (Cumberland County); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Long-term disability

Short-term disability

Life and AD&D insurance

Job summary

Orrstown Bank in Carlisle, PA seeks an Investment Services Specialist / Administrative Assistant to provide sales support to investment representatives, manage calendars, prepare client reports, and open broker-dealer accounts.

The role emphasizes client interaction, documentation, and license maintenance, with preferred Series 7/63 and Life/Health licenses. This is a full-time position with benefits and growth opportunities in financial services.

Qualifications

• High school diploma or equivalent; Bachelor’s degree in Finance/Accounting or related field preferred.
• Minimum one year experience in related field or support role.
• Series 7/63 license and Life/Health license preferred for investment specific role.

Responsibilities

• Manage calendars and coordinate scheduling for clients and vendors.
• Prepare for client meetings; run investment account reports; create documents in Excel; prepare applications and forms.
• Build relationships with clients and investment companies for paperwork and follow-up.
• Prepare overnight packages to send new account paperwork and checks to investment companies.
• Maintain and update Daily Sales Logs; scan/index client files; maintain required licenses.
• Update and order sales literature as required.

Skills

Communication skills

Interpersonal skills

Analytical skills

Time management

Education

High school diploma or equivalent

Bachelor’s degree in Finance/Accounting or related field (preferred)

Tools

Microsoft Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Investment Services Specialist / Administrative Assistant

Regular - Full time Clerical Stonehedge, Carlisle, PA, US

24 days ago Requisition ID: 2921

The Investment Services Specialist position provides sales support to investment representatives, including processing and opening new Broker-Dealer accounts. Schedule client appointments and respond to client inquiries. Prepare client reporting and provide administrative support for seminars and meetings.

Minimum Qualifications:

• High school diploma or equivalent. Bachelor's degree in Finance, Accounting, or a related field preferred.
• Minimum one (1) year experience in related field, or support role.
• Series 7/63 license and Life/Health license preferred for investment specific role.

Responsibilities:

• Manage calendars and coordinating/scheduling clients and vendor appointments.
• Effectively and efficiently prepare for client meetings; run investment account reports; create documents using Microsoft Excel; prepare applications, forms, etc.
• Build constructive relationships with clients and Investment companies (online, phone and in person) for the completion of paperwork, follow-up, etc.
• Prepare overnight packages to send new account paperwork and checks to various investment companies.
• Maintain and update Daily Sales Logs; scan/index and maintain client files in appropriate order; maintain licenses required (Security Licenses, as well as Life and Health).
• Update and order sales literature as required.

Skills:

Strong reading, writing, grammar and mathematics skills; well-developed interpersonal relations and communicative skills; proven strength in interpreting, analyzing, synthesizing, and reporting financial and non-financial information in an understandable form for the end users of such reports; exceptional computer skills, including, but not limited to, word processing, spreadsheet, data base, presentation, and accounting software. Must have the ability to deal tactfully and efficiently with the public and other employees. The ability to work in a fast-paced, sometimes stressful environment and have flexibility in working hours

At Orrstown Bank, our employees are our most valuable asset. Our benefits package is designed to help our team achieve work/life balance, maintain a healthy lifestyle, and plan for the future.

• Medical insurance
• Vision insurance
• Long-term disability
• Short-term disability
• Employee, spouse and dependent life and AD&D insurance