Financial Services Administrator

Professional Planning Associates; Philadelphia (Philadelphia County); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading financial services firm is seeking a Financial Services Administrator to support investment representatives. The role involves client services, data management, and requires strong analytical and organizational skills. Candidates should possess relevant experience and a Bachelor’s degree in finance or business.

Qualifications

• Some experience in securities or financial planning.
• Knowledge of securities and insurance industry practices.
• Effective verbal and written communication skills.

Responsibilities

• Provide support to financial advisors in client services.
• Assist with account transfers and data entry.
• Ensure accuracy in forms and correspondence.

Skills

Analytical skills

Organizational skills

Communication

Customer service

Education

Bachelor's Degree in Finance or Business

Tools

MS Office

Job description

Job Description

FINANCIAL SERVICES ADMINISTRATOR

This position provides support to a group of investment representatives in financial client services. The primary responsibilities include assisting financial advisors with investment customer service and problem resolution, gathering and completing forms, processing new business, account transfers, and data entry.

The successful candidate must be results-driven and possess strong analytical, organizational, communication, computer, and customer service skills. This role requires a self-starter with strong initiative, attention to detail, and excellent follow-through skills.

Position Requirements

• Some experience in securities, financial planning, or related industry
• Bachelor's Degree, preferably in finance or business
• Knowledge of securities and insurance industry practices, procedures, and terminology
• Proficiency in MS Office, especially Excel and Word
• Effective verbal and written communication skills

Must Have the Ability to:

• Pay close attention to detail and ensure accuracy in forms, correspondence, and data
• Work cooperatively in a team environment
• Organize, prioritize, and handle multiple tasks
• Work under pressure and meet deadlines
• Communicate courteously and professionally with clients and colleagues
• Investigate and research situations
• Maintain confidentiality
• Work independently with minimal supervision

Position Duties and Tasks

• Enter data into applicable software
• Perform numerical calculations
• Gather forms for client meetings
• Send letters and forms to clients upon request
• Review completed client forms for accuracy and completeness, then submit for processing and monitor until completion
• Process client distributions and contributions
• Handle annuity submissions and processing
• Provide customer service related to insurance, annuities, and investments

Company Description

Professional Planning Associates has been providing financial planning services since 1953. We have grown from a small life insurance provider to a full-service brokerage firm offering Life, Health, Disability Insurance, Pension, Estate, and Investment Planning services. In 2004, we joined LPL Financial, and in September 2018, we became part of Cetera Advisors LLC, a reputable medium-sized Broker-Dealer. We serve over 200 companies, managing over 400 retirement accounts valued at over $100 million, with a team of 7 advisors, 2 Portfolio Managers, and 13 staff members.