Financial Assistant

The HR Office, Inc. • State College, PA • 2h ago

Financial Assistant -- 108321

Do you have administrative experience in a financial services setting? Our client is seeking a Financial Assistant to join their professional, investment management team. This individual will support the advisors and oversee client engagement.

*Schedule: Monday -- Friday (Full-time)

*Pay: $40,000+/year (DOE)

*This is a temp to hire position or direct hire for the right candidate

Responsibilities:

-Prepare proposals, new account applications and meeting materials

-Schedule and coordinate client appointments and follow-ups.

-Maintain accurate and up-to-date client records.

-Prepare seminar materials, including handouts and multimedia presentations

-Provide timely responses and a high degree of initiative to client inquiries.

-Maintain a helpful and willing attitude to serve.

Qualifications:

-Financial Services experience (preferred)

-Strong organizational skills and attention to detail.

-Excellent communication and interpersonal skills

-Proficient computer skills (Financial Software, CRM and Microsoft Office Suite)

-Ability to work independently and as part of a team.

If you are eager to contribute to a growing team's success as a Financial Assistant, apply at https://thehroffice.zenople.com/job-portal/HRO/job/108321 or call 814-238-3750.

Similar Jobs

Staff Accountant | Shaner Solutions

Shaner • State College, PA • 4d ago

Finance, Accounting & Banking

ABOUT THE TEAM Shaner Solutions earned its stripes by providing accounting and operational support for all Shaner properties and affiliated companies. Today, Shaner Solutions provides a diverse client list with the essen...

4d ago

Go to Apply

Financial Specialist

Penn State University Talent Acquisition • University Park, PA • 1w ago

Finance, Accounting & Banking

Reference #: REQ_0000068204 APPLICATION INSTRUCTIONS: CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process. Please do not apply...

1w ago

Go to Apply

Accounting 211 Part-Time Teaching Assistant

Penn State University Talent Acquisition • University Park, PA • 1w ago

Finance, Accounting & Banking

Reference #: REQ_0000063600 APPLICATION INSTRUCTIONS: CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process. Please do not apply...

1w ago

Go to Apply

Finance - Teaching Assistant - Part-Time

Penn State University Talent Acquisition • University Park, PA • 1w ago

Finance, Accounting & Banking

Reference #: REQ_0000060669 APPLICATION INSTRUCTIONS: CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process. Please do not apply...

1w ago

Go to Apply

Floating Relationship Banker

First National Bank • State College, PA • 2w ago

Finance, Accounting & Banking

Reference #: 2025-01800 Primary Office Location: Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Po...

2w ago

Go to Apply

CNB Bank, Floating Universal Associate, Full Time

CNB Bank /ErieBank / Holiday Financial Services • Philipsburg, PA • 2w ago

Finance, Accounting & Banking

Reference #: 3626546 Description Floating Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for...

2w ago

Go to Apply

CNB Bank, Universal Associate, Full Time

CNB Bank /ErieBank / Holiday Financial Services • Philipsburg, PA • 2w ago

Finance, Accounting & Banking

Reference #: 3187880 Description Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individu...

2w ago

Go to Apply

Financial Center Banker

Northwest Bank • Bellefonte, PA • 2w ago

Finance, Accounting & Banking

Reference #: R-100889 Job Description DESCRIPTION As part of the Branch Banking team, Financial Center Banker will have or acquire an in-depth knowledge of Northwest products and services to provide financial options to...

2w ago

Go to Apply

Relationship Banker

First National Bank • Reedsville, PA • 2w ago

Finance, Accounting & Banking

Reference #: 2025-02427 Primary Office Location:23 Carriage House Lane. Reedsville, Pennsylvania. 17084. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: R...

2w ago

Go to Apply

Professor of Finance

Penn State University Talent Acquisition • University Park, PA • 2w ago

Finance, Accounting & Banking

APPLICATION INSTRUCTIONS: CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process. Please do not apply here, apply internally thro...

2w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.