Financial Services Administrative Assistant

Financial Services Administrative Assistant

East Petersburg, PA

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  Serve as a trusted member of our well-established team of financial advisors, putting your eye for detail to work for our clients and vendors.
• Perform daily plan administration for clients, including contributions, loans, and distributions
• Process forms and applications for individual financial management clients
• Respond to questions from businesses or individuals regarding benefits enrollment through their employer, plan changes, etc.
• Collaborate with the internal team, clients, and vendors to provide accurate and timely responses to all outstanding issues
• Provide administrative support in processing mutual funds and equities trading
• Offer a high level of customer service focusing on quick response rate and problem resolution.
• Cross-train on our group medical insurance line of business

The Comprehensive Companies have been in business for over forty years and are pleased to assist our clients with their individual assets and retirement plans. We are looking for a Financial Services Administrative Assistant to join our team to assist with various administrative duties for our client's retirement plans and assets.

Our Ideal Financial Services Administrative Assistant:

• Experience: High School diploma is required; Experience working with 401K retirement accounts or a background in banking, accounting, payroll, or taxes preferred. Bilingual in Spanish is a plus but not required.
• Detailed: Must be comfortable with numbers, able to find errors, and work methodically through step-by-step processes to ensure nothing is missed.
• Computer Savvy: Can navigate Microsoft Office Products with advanced knowledge of Excel and learn various other computer programs.
• Problem-Solver: Not afraid to ask for help, but not helpless; takes the initiative to find answers to questions and research information.
• Client-Oriented: Communicates clearly and concisely while providing excellent customer service and exceeding client expectations.
• Team Player: Work and collaborate with like-minded team members while taking charge of personal work and getting things done independently. Willing to assist our group medical insurance line of business during busy times.

What we offer our Financial Services Administrative Assistant:

• Competitive Pay: $20 - $25 per hour. Depending on Experience
• PTO & Paid Holidays
• Medical Insurance
• Retirement Plan
• Disability Insurance Available
• Company Paid Life Insurance Policy
• Flexibility to work from home due to a sick child or inclement weather
• Company laptop provided
• Opportunity to advance within a growing company

To Apply

Please submit your resume via this job ad to be considered for our Financial Services Administrative Assistant position.