Financial Services Administrative Assistant
Smoker & Company LLC
Ephrata, pennsylvania
Job Details
Full-time
Full Job Description
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