Financial Sales & Client Onboarding Assistant

AmeriServ Financial Bank; Johnstown (Cambria County); On-site; USD 32,000 - 42,000; Full time

Job summary

AmeriServ Financial Bank seeks an administrative assistant to support Financial Advisors and the VP/Program Manager in daily tasks. This role emphasizes appointment setting, client data handling, and coordination of client reviews and onboarding processes.

You will maintain accurate records in the CRM, assist with marketing material preparation, and help ensure licensing and continuing education for the advisory team.

Qualifications

• Post high school education certificate or diploma in business/administrative field required.
• Associate's Degree preferred.
• One year of financial industry experience required.

Responsibilities

• Establish appointments with existing clients and potential new clients for business development.
• Schedule and prepare for all client reviews including financial planning.
• Schedule and prepare for new client meetings by obtaining financial information for the Financial Advisors.
• Assist with onboarding new clients, ensuring that necessary documents have been completed accurately by the client.
• Update and maintain the electronic software with meeting notes, client calls, and all activity pertaining to clients.
• Maintain client tasks in a CRM system and update account information when necessary.
• Assist the Financial Advisors in the preparation of marketing materials.
• Maintain a good working relationship with the branch network to allow for continuous referrals of leads.
• Ensure that licensing, registrations, and continued education is up to date for the Financial Advisors.
• Input trade requests as directed by the Financial Advisors for brokerage/advisory accounts.

Skills

Communication

MS Office

Deadline Driven

Analytical Skills

Ethical Conduct

Multitasking

Education

Associate's Degree in business/administrative field

Tools

Microsoft Word

Excel

PowerPoint

Job description

AmeriServ Financial Bank seeks an administrative assistant to support Financial Advisors and the VP/Program Manager in daily tasks. This role emphasizes appointment setting, client data handling, and coordination of client reviews and onboarding processes.

You will maintain accurate records in the CRM, assist with marketing material preparation, and help ensure licensing and continuing education for the advisory team.