Financial Planner Administrator - PeopleShare Inc

PeopleShare is currently hiring for a Financial Planner Administrator for a Financial Services Client in Macungie, PA.

Let's hit the ground running together with PeopleShare, Apply Below!

Financial Planner Administrator Details:

• Schedule: 8:00AM-5:00PM Monday-Friday
• Pay Rate: $50,000-$55,000

Financial Planner Administrator Qualifications:

• The ideal candidate would possess a high level of detail, efficient organizational skills, and the ability to work independently
• Most importantly, the candidate would have a positive attitude and the desire to be a part of a company who is deeply dedicated to our clients
• Excellent computer skills with a working knowledge of Microsoft Office
• Having obtained a High School diploma or higher
• Life, Health, and Securities licenses and plus but not required
• Understanding key principles and terms concerning Financial Markets, investments, and insurance
• Organized with good project management skills

Financial Planner Administrator Responsibilities:

• The assistant will provide continuous support for both client and business development efforts alongside the Financial Advisors.
• Key daily tasks will involve fostering proactive communication with clients, assisting with various office administrative duties, and creating and managing client records.
• The assistant will regularly update and liaise with the Financial Advisors and the team regarding client service and account management.
• They will coordinate and oversee the account opening process, ensuring consistent follow-up and timely notifications.
• Efficiently handle all account communications, including client calls, emails, forms, and letters.
• Seamlessly integrate Redtail CRM to automate ongoing administrative and operational tasks.
• Ensure the completion of all filing and e-filing processes to keep the team organized and compliant with required standards.

PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs across 8 states. Our openings include receptionist, data entry, customer service, collections, office managers, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, pickers, packers, forklift, machine operators, and maintenance mechanics.

PeopleShare provides equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status, or any other protected category or class under federal, state, and/or local laws. This policy applies to all locations and all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

#IND14

Requirements: Job Type: Temp to Hire Post Date: 10/28/2024