Financial Advisory Admin & Client Relations Specialist

AmeriServ Bank; Johnstown (Cambria County); On-site; USD 38,000 - 52,000; Full time

Job summary

AmeriServ Bank seeks an Administrative Support Worker to assist Financial Advisors and the VP/Program Manager in daily activities. You will schedule client meetings, prepare for reviews, onboard new clients, and maintain CRM records. Strong communication, MS Office skills, and attention to detail are essential.

The role involves coordinating with branch colleagues, ensuring licenses and education are up to date, and supporting marketing materials for client engagements. No travel is required.

Qualifications

• Post high school certificate or diploma in business/administrative field required.
• Associate degree in business/administrative field preferred.
• Minimum one year of financial industry experience required.

Responsibilities

• Establish appointments with existing and potential clients for business development.
• Schedule and prepare for client reviews including financial planning.
• Prepare for new client meetings with needed financial information.
• Assist with onboarding new clients and ensure documents are complete.
• Update CRM with meetings, calls and client activity.
• Maintain client tasks and update account information.
• Assist in preparing marketing materials for Financial Advisors.
• Maintain relationships with branch network and other departments.
• Ensure licensing and continuing education for Financial Advisors.
• Input trade requests for brokerage/advisory accounts as directed.

Skills

Communication

Microsoft Word

Excel

PowerPoint

Deadline oriented

Multitasking

Education

Post high school certificate/diploma

Associate’s degree preferred

Financial industry experience (1 year)

Tools

Microsoft Word

Excel

PowerPoint

Job description

AmeriServ Bank seeks an Administrative Support Worker to assist Financial Advisors and the VP/Program Manager in daily activities. You will schedule client meetings, prepare for reviews, onboard new clients, and maintain CRM records. Strong communication, MS Office skills, and attention to detail are essential.

The role involves coordinating with branch colleagues, ensuring licenses and education are up to date, and supporting marketing materials for client engagements. No travel is required.