Administrative Assistant

Are you looking for a career you’ll love and not just a job? This is the place for you!

We are seeking a professional and ambitious Administrative Assistant to assist with clients in a successful and fast-growing practice. The candidate would acquire and deepen relationships with clients by providing excellent service and continuing to help us help families pursue their finance goals.

Excellent telephone etiquette and Customer Service skills a must

Must have a minimum of 3 years of practical experience in an administrative office environment, financial industry preferred and have an intermediate level of Excel knowledge.

Valid driver’s license is a must.

Candidate must be a team player, goal driven, organized, proactive, tech-savvy, and detail-oriented.

Our mission centers on helping clients realize their goals for current and future generations. To deliver the promise, we seek industry- qualified, forward-thinking individuals capable of complex problem-solving in a highly collaborative environment. As we grow, our firm offers opportunities for professionals looking to lead, inspire, and make a lasting difference in the lives of our employees and our clients.

We are actively recruiting an Administrative Assistant to add to our team. This position will have the opportunity to learn, grow and add value to our clients by working alongside our experienced staff in our Lancaster, PA office.

If you are looking for employment in a successful and fast-growing firm with growth opportunity, this is the place for you.

Essential Job Functions

Coordinate’s client meeting preparation and meeting follow-up.

Interfaces with clients to provide exceptional service.

Provides backup client relationship support.

Assists in new client onboarding and account openings/transfers.

Contributes to team effort.

What do you need to be successful?

Ability to solve complex problems and form relationships with clients of all ages and levels of sophistication.

Attention to detail and self-motivation to achieve results.

Job Type: Full-time

Pay: $20.00 - $24.00 per hour (depending on experience) with opportunities for supplemental pay and salary growth.

We support a diverse workforce & client base. We are an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Job Type: Full-time

Benefits:

• Life insurance
• Retirement plan

Schedule:

• Day shift

Work Location: In person