Licensed Financial Assistant

Advisor Employee Services; Harrisburg (Dauphin County); On-site; USD 40,000 - 80,000; Full time

Job summary

An established financial firm in Harrisburg is seeking a Licensed Financial Assistant to join their dynamic team. This role offers a unique opportunity to work closely with clients and advisors, developing tailored financial plans while enhancing your skills in a supportive environment. The ideal candidate will be customer-focused, self-motivated, and eager to contribute to the firm's growth. With a strong emphasis on teamwork and superior service, this position promises a rewarding career path in the financial services industry. Join a company that values your contributions and offers comprehensive benefits to support your professional journey.

Benefits

Short and Long-Term Disability

Life Insurance Policy $100,000,000 - employer paid

Generous PTO

Paid major holidays

401(k) with employer match up to 10%

Paid working lunches

Employer-paid Continuing Education

Qualifications

• 1+ year of financial services experience preferred.
• Strong communication and organizational skills are essential.

Responsibilities

• Prepare and process paperwork needed for client meetings.
• Assist advisors in meeting individual and team goals.
• Provide support for incoming calls and client service needs.

Skills

Financial services experience

Organizational skills

Interpersonal skills

Communication skills

MS Office Suite proficiency

CRM knowledge

Education

Insurance license

Tools

MS Office Suite

CRM software

Job description

Position: Licensed Financial Assistant - Financial Firm - Harrisburg, PA

Location: Harrisburg, PA

Job Id: 3698

# of Openings: 1

Licensed Financial Assistant

Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely in a cooperative team environment, developing custom financial plans for prospects, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you!

Our well-established and growing financial firm in Harrisburg, PA, is seeking to add an experienced Licensed Financial Assistant to the team! The ideal candidate will have the desire to work in the industry long-term and contribute to the growth of our business.

• 1+ year of financial services experience preferred
• Insurance license required (or the ability to obtain within 6 months of hire)
• Strong organizational, prioritization, and interpersonal skills
• Excellent communication skills; both verbal and written
• Proficient with MS Office Suite (Outlook, Excel, Word, PowerPoint)
• Knowledge of CRM a plus

Key Responsibilities:

• Prepare and process paperwork needed for client meetings
• Assist advisors with meeting individual and team goals
• Back up support to receptionist for incoming calls
• Follow up on processing paperwork until policy is issued
• Assist clients with any client service needs
• Send and receive daily correspondence from clients
• Submit and track client service requests to carriers
• Prepare and maintain a variety of industry-specific reports
• Understand investment products used and recommended for clients
• Maintain persistence to achieve goals and fulfill a unique role in a cooperative team environment

Benefits include:

• Short and Long-Term Disability
• Life Insurance Policy $100,000,000 - employer paid
• Generous PTO
• Paid major holidays (determined each year at company's discretion)
• 401(k) with employer match up to 10%
• Paid working lunches - lunch provided
• Employer-paid Continuing Education (Insurance & Securities Licenses)

Presented by Advisor Employee Services

Thank you for your interest in the Licensed Financial Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please explore our website and the services provided. We are not a staffing firm, but have built a reputable and expanding business model that allows us to pinpoint the exact personnel needs of established financial advisors. If you feel you have the skills required for this position, please apply today!