Financial Assistant at TAYLOR RETIREMENT SERVICES INC in Harrisburg, Pennsylvania

Job Description:

Financial Assistant

Our well-established and growing financial firm in Harrisburg, PA is seeking to add a Financial Assistant to the Team! The ideal candidate for this role will be someone who has the desire to work in the industry long-term and contribute to the growth of our business. If you enjoy working closely in a cooperative team environment, constantly challenging yourself and providing superior customer service and expertise, we would like to talk to you!

Minimum Requirements:

• Bachelor's degree preferred
• Financial industry experience preferred, but not required
• Insurance license required (or the ability to obtain within 6 months of hire)
• Strong organizational, prioritization & interpersonal skills
• Excellent communications skills; both verbal and written
• Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
• Knowledge of CRM a plus

Key Responsibilities:

• Prepare and process paperwork needed for client meetings
• Assist advisors with meeting individual and team goals
• Back up support to receptionist for incoming calls
• Follow up processing paperwork until policy is issued
• Assist clients with any client service needs
• Send and receive daily correspondence from clients
• Submit & track client service requests to carriers
• Prepare and maintain a variety of industry-specific reports
• Understand investment products used & recommended for clients
• Persistence to achieve goals and ability to fulfill unique roles in a cooperative team environment

Salary:

• $80,000 + ability to earn bonuses

Benefits:

• Health, Dental, Vision - employer paid for employee
• Short and Long-Term Disability - employer-paid
• Life Insurance Policy $100,000,000 - employer paid
• Generous PTO
• Paid holidays
• 401 (k) - employer match up to 10%
• Paid working lunches - lunch provided
• Employer Paid Continuing Education (Insurance & Securities Licenses)

Presented by Advisor Employee Services

Thank you for your interest in the Licensed Financial Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today! Apply Now