What are the responsibilities and job description for the Executive Assistant position at LP Financial Associates?
Rose Financial Associates is looking to hire an individual who can help support our company by enhancing all interactions with clients, helping the team serve clients with excellence through a sharp attention to detail, and managing daily office functions. The role is based in the Harrisburg, PA area. Hours are 9:00 AM to 5:00 PM. The position is hourly pay with possible bonus opportunies. Pay is negotiable based on experience and expertise. Rose Financial Associates provides employees with a positive and supportive work atmosphere with many opportunities to grow and learn in the industry.
"MUST HAVE" SKILLS
- Highly professional demeanor
- Experience in Financial Services, Insurance, or Mortgage Processes preferred
- Articulate and understanding with strong communication skills
- Highly motivated and detail oriented
- Adept at managing multiple priorities
- Dependable and a self-starter
- Tech-savvy - Proficient in Microsoft Office, and Adobe
- Experience working with a client relationship management (CRM) tool
POSITION DESCRIPTION
Client-Facing Responsibilities
- Answer phone and direct the caller to the appropriate team member or takes a message; documents client contact and communicates messages to staff and advisors at the time of the client call
- Schedule meetings for CEO's and follow up with confirmation calls/emails to clients
- Prepare and create welcome monitor and greet all guests with concierge-level service
- Help to coordinate client events and client-facing projects
Brand & Service Responsibilities
- Compile meeting packets for prospects and prepare data for client meetings; for video or phone meetings, posts report to clients secure profile
- Update and maintain accurate client information in Redtail
Office Management Functions
- Help with mailing of annual review letters
- Maintain order of personal desk space and shared kitchen space
- Manage content and calendars
- Conduct electronic filing
- Help with special projects as needed by management
EDUCATION
- Bachelor's degree
SALARY AND BENEFITS
- Starting salary for this position, based on experience and qualifications, ranges from $35,000 and $50,000
- There is significant opportunity for growth within our company
Schedule:
- 8 hour day
- Day shift
- Monday to Friday
- Occasional evening events with pay
- No weekends
Ability to commute to:
- Harrisburg, PA 17112
Experience:
- Financial Services: 2 year (Required, or related specific degree)
- Executive Administrative: 2 year (Required)
- Client Relationship Management: 2 year (Required)
Job Type: Full-time
Pay: $35,000.00 - $50,000.00 per year
Benefits:
- Paid time off
Work Location: In person
Salary : $35,000 - $50,000
