Client-Focused Investment Services & Admin Specialist

Orrstown Bank; Kentucky; On-site; USD 42,000 - 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 is seeking an Investment Services Specialist / Administrative Assistant in Carlisle, PA. You will provide sales support to investment representatives, manage client appointments, prepare reports, and assist with seminars and meetings.

The role requires strong communication, Excel skills, and the ability to handle a fast-paced environment. Licenses are preferred for investment-focused duties; a professional appearance and excellent organizational skills are expected.

Qualifications

• High school diploma or equivalent; Bachelor's degree in Finance, Accounting, or 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 coordinate/schedule client and vendor appointments.
• 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 and maintain client files; maintain required licenses.
• Update and order sales literature as required.

Skills

Strong communication

Customer service

Attention to detail

Financial reporting

Education

Bachelor's degree in Finance/Accounting

High school diploma or equivalent

Tools

Microsoft Excel

Job description

Orrstown Bank is seeking an Investment Services Specialist / Administrative Assistant in Carlisle, PA. You will provide sales support to investment representatives, manage client appointments, prepare reports, and assist with seminars and meetings.

The role requires strong communication, Excel skills, and the ability to handle a fast-paced environment. Licenses are preferred for investment-focused duties; a professional appearance and excellent organizational skills are expected.