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Executive Assistant

Rose Financial Associates
Harrisburg, PA Full Time
POSTED ON 3/11/2025
AVAILABLE BEFORE 6/11/2025

Job Description

Job Description

Job description

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 and will be moving to Lemoyne. Hours are 9 : 00 AM to 5 : 00 PM. The position is hourly pay with possible bonus opportunity. 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 take 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
  • Handle requests for clients such as deposits, withdrawals, and other service items and be thorough from start to finish
  • 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
  • Help market our services by having experience with social media sites
  • Update and maintain accurate client information in Redtail (CRM)

    • Office Management Functions

  • Help with mailing of annual review letters
  • Maintain order of the office
  • Manage content and calendars
  • Conduct electronic filings for existing and new client acquisition
  • 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 $40,000 to $60,000
  • There is significant opportunity for growth within our company (bonus opportunities)
    • Schedule :
  • 8 hour day
  • Day shift
  • Monday to Friday
  • Occasional evening events with pay
  • No weekends

    • Ability to commute to :

  • Harrisburg, PA and soon Lemoyne

    • 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 : $40,000.00 - $60,000.00 per year

    Benefits :

  • Paid time off

    • Work Location : In person

    Company Description

    Long time, busy financial services office. We have a high touch service model. The President is in need of a highly skilled personal assistant to handle much of the daily tasks. Opportunity for advancement is encouraged for the right person. Our business needs to be your business, we work hard to get the job done. We are here to serve our clients and grow our practice. If you feel this position is right for you, we look forward to meeting you.

    Company Description

    Long time, busy financial services office. We have a high touch service model. The President is in need of a highly skilled personal assistant to handle much of the daily tasks. Opportunity for advancement is encouraged for the right person. Our business needs to be your business, we work hard to get the job done. We are here to serve our clients and grow our practice. If you feel this position is right for you, we look forward to meeting you.

    Salary : $40,000 - $60,000

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