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
Seniority level
Entry level
Employment type
Full-time
Job function
Accounting/Auditing
Industries
Non-profit Organizations and Primary and Secondary Education
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