Financial Services Administrative Assistant

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 development activities, including coordinating client events and preparing marketing materials
• Collaborate with colleagues to ensure the efficient operation of the office

Requirements

Requirements:

• Bachelor's degree in finance, business administration, or a related field
• 1-2 years of experience in a similar administrative role, preferably in the financial services industry
• Strong organizational and time management skills, with the ability to prioritize tasks effectively
• Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint
• Excellent verbal and written communication skills
• Attention to detail and accuracy in data entry and document preparation
• Ability to handle confidential and sensitive information with professionalism and discretion
• Understanding of financial products, services, and terminology is preferred

Benefits

• Medical,Dental, Vision Insurance
• 401K Match
• Opportunities for professional growth and career advancement