Advisor Talent Solutions · 2 days ago
Financial Assistant
Harrisburg, PA
Full-time
Onsite
Entry Level
$50K/yr - $60K/yr
1+ years expAdvisor Talent Solutions is a well-established and growing financial firm located in Harrisburg, PA. They are seeking an experienced Licensed Financial Assistant to contribute to the growth of their business by assisting advisors and managing client service needs.
AdviceConsultingStaffing Agency
Responsibilities
Prepare and process paperwork needed for client meetings
Assist advisors with meeting individual and team goals
Answer incoming calls
Follow up processing paperwork until policy is issued
Assist clients with client service needs
Send and receive correspondence from clients
Submit & track client service requests
Basic understanding of investment products used & recommended for clients
Be a cooperative team player
Qualification
Required
Insurance license required (or the ability to obtain within 6 months of hire)
Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
Strong organizational, communication, prioritization, & interpersonal skills
Preferred
Knowledge of CRM a plus
College degree & 1+ years of financial services experience preferred
Benefits
Health, Dental, Vision – employer paid for employee
Short and Long-Term Disability
Life Insurance Policy $100,000,000 - employer paid
Generous PTO
Paid major holidays (determined each year at companies’ discretion)
401 (k) – 100% employer match up to 10%
Paid working lunches - lunch provided
Employer Paid Continuing Education (Insurance & Securities Licenses)
Company
Advisor Talent Solutions
Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase