What are the responsibilities and job description for the Financial Services Assistant position at J. Gordon Financial?
Overview:
We are seeking an energetic, results-driven, and organized Financial Assistant to join our team in State College, PA. The ideal candidate will support our financial advisors in delivering exceptional service to our clients. This role offers the flexibility of full-time or part-time hours, along with a performance-based bonus structure.
Key Responsibilities:
- Assist financial advisors with client account management and documentation.
- Prepare applications and ensure timely completion of new business.
- Schedule and coordinate client meetings and follow-ups.
- Maintain accurate and up-to-date client records.
- Support the development and implementation of financial plans.
- Handle client inquiries and provide timely responses.
- Collaborate with team members to ensure seamless operations.
Qualifications:
- Bachelor's degree (or equivalent experience) in Finance, Accounting, or related field.
- Strong organizational skills and attention to detail.
- Excellent communication and interpersonal skills.
- Proficiency in financial software (Redtail CRM, Albridge, DocuSign and LaserApps a plus) and Microsoft Office Suite.
- Ability to work independently and as part of a team.
- Prior experience in a financial advisory or related role is a plus.
What We Offer:
- Competitive hourly wage with a performance-based bonus structure.
- Opportunities for professional growth and development.
- A supportive and collaborative work environment.
- Flexible working hours (full-time or part-time).
- Hybrid workspace optional
Job Type: Part-time
Pay: $18.46 - $20.15 per hour
Expected hours: 10 – 20 per week
Benefits:
- Flexible schedule
- On-the-job training
- Professional development assistance
Schedule:
- 4 hour shift
- Monday to Friday
Experience:
- Financial Services: 2 years (Preferred)
Ability to Commute:
- State College, PA 16801 (Required)
Ability to Relocate:
- State College, PA 16801: Relocate before starting work (Required)
Work Location: Hybrid remote in State College, PA 16801
Salary : $18 - $20