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Duncan Financial Group · 1 day ago

Financial Services Support Associate

United States

Full-time

Remote

Entry Level

$20/hr - $23/hr

2+ years exp

Duncan Financial Group is a family-run financial services organization headquartered in Irwin, Pennsylvania, focused on providing exceptional financial guidance and support. The Financial Services Support Associate will provide administrative and operational support to financial professionals, ensuring efficient account servicing and client communication.

AccountingFinancial ServicesInsurance

Growth Opportunities

Hiring Manager

Kelly Wright

Responsibilities

Prepare and process account maintenance requests such as beneficiary updates, banking instructions, etc

Ensure all paperwork is accurate, complete, and submitted in good order

Complete financial planning documentation and manage client billing through invoicing systems

Submit marketing materials for compliance review, make necessary revisions, and manage CRM document uploads

Provide login support and system navigation assistance for clients using industry specific software

Prepare new account paperwork and monitor account transfers and rollovers

Assist with trade execution and money movement requests under advisor instruction, ensuring protocol compliance

Respond promptly and professionally to emails, phone calls, and text messages

Manage simultaneous requests from multiple financial professionals with strong prioritization

Deliver high-touch, premium client service with professionalism and attention to detail

Guide clients in navigating online platforms, setting up logins, and resolving access issues

Other duties as assigned

Qualification

Financial services experienceMS OfficeFinancial systemsOrganizational skillsProactiveCommunication skillsAttention to detailTime management skillsSelf-motivated

Required

High School Diploma required; Associate degree preferred

2+ years of experience in financial services, banking, or investment industry

Comfortable working with various digital platforms and tools used in the financial industry

Proficiency with standard MS Office software (Excel, Outlook); experience with financial systems (NetX, Wealthscape, Redtail, Albridge) is a plus

Ability to learn and become proficient in multiple software platforms, including CRM and compliance tracking platforms, investment account systems, and communication software

Strong organizational and time management skills with high attention to detail

Ability to manage multiple tasks and competing deadlines effectively

Excellent written and verbal communication skills with a client-focused approach

Proactive, self-motivated, and able to work independently and collaboratively

High professionalism and discretion when handling sensitive information

Employment is contingent upon successful completion of pre-employment checks, including a review of criminal history and credit report, as permitted by law