asset strategyFinancial Advisor Assistant
Camp Hill, PA

Company Description

Founded in 2003, Asset Strategy Retirement Plan Consultants (ASRPC), an investment advisory firm based Camp Hill, Pennsylvania, originated as a niche firm providing investment advisory and retirement consulting to employer retirement plans (e.g. 401k, 403b, pension).  Over time, ASRPC has grown and expanded services to include wealth management, financial planning, and related services.  As the firm approaches its 20th anniversary, we are excited about future growth opportunities and our passion for helping clients meet their financial goals. 

Job Description

We are seeking a Financial Advisor Assistant to join our office to support our financial advisors and assist the Operations Manager with administrative duties of the office. This is a great opportunity for an individual with administrative experience in the financial planning industry to do various tasks and grow as the business grows. 

Our office is conveniently located on Market Street in Camp Hill and our work environment is friendly and collaborative.  We offer competitive compensation and benefits and flexible scheduling and partial remote work opportunities may be available after a training period.

Responsibilities

  • Assist with wealth management onboarding process
  • Prepare reports including the mailing of final reports as necessary including client reporting
  • Transaction processing, coordination, verification, and form preparation
  • Assist with preparation for client meetings
  • Answer a small number of phone calls, provide customer service, client needs, etc.
  • Update and use the CRM system efficiently for scheduling, follow up, new contact, tasks, etc.
  • Support the advisors by providing ad hoc reports, answering RFP questions, gathering information, subscription coordination and scheduling
  • Regularly review news items, technology updates and email communications 
  • Sort and distribute all incoming mail and packages, including USPS mail, UPS/Federal Express deliveries, faxes and office supplies
  • Provide assistance for other administrative projects as necessary.

Qualifications

  • High School Diploma or equivalent required; Post-Secondary education is a plus
  • 2 or more years of professional office experience in an administrative and customer service role required; experience in the financial planning industry is  preferred
  • Enjoy working with people and have excellent written and verbal communication and people skills
  • Strong computer skills and proficiency using Microsoft Office suite (Office, Excel, Outlook) and comfortable using technology
  • Knowledge and experience of CRM systems 
  • Conscientious and possess high standards for both quality and quantity of work
  • Strong organizational, reading, writing and basic mathematical skills
  • Excellent typing, spelling and grammatical skills with high degree of attention to detail
  • Team player with the ability to work well with others as well as independently
  • Ability to maintain confidential information 
  • Must pass successful background check upon hiring

Please do not call the office or send hard copy resumes. We carefully consider every application, but we can only accept applications made through this site.

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