Financial Planner Administrator

PeopleShare is currently hiring for a Financial Planner Administrator for our Financial Services Client in Allentown, PA!

Apply Below!

Financial Planner Administrator Details :

• Schedule : 8 : 00AM-4 : 30PM 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 would provide ongoing client and business development support to the Financial Advisors
• Daily responsibilities would include maintaining proactive client communication, assisting with ongoing office administration, and creating and maintaining client records
• Regularly report to and communicate with the Financial Advisors and team regarding client service and account management
• Coordinate and manage Account Openings with regular follow up and timely notification
• Handle Account Communication as efficiently as possible (client calls, emails, forms, letters, etc.)
• Fully integrate Redtail CRM with automation of each of your ongoing administration and operational responsibilities
• Coordinate the completion of all filing and e-filing to keep the team organized in accordance 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.