Financial Services Administrative Assistant in Pennsylvania

Smoker & Company LLC, a leading financial services firm based in Lancaster, PA, is seeking a dedicated and detail-oriented Financial Services Administrative Assistant to join our team. As a member of our team, you will play a crucial role in providing administrative support to our financial advisors and help ensure the smooth operation of our office.

Responsibilities:

• Provide administrative assistance to financial advisors, including managing calendars, scheduling appointments, and handling client inquiries
• Prepare and process client documentation, including account applications, transfers, and investment forms
• Assist in the preparation of financial reports, presentations, and marketing materials
• Perform research and gather data on various financial products and services
• Maintain accurate and up-to-date client records in compliance with regulatory requirements
• Assist with marketing and business...