Administrative Assistant/reception - State College, United States - McClarren Financial Advisors, Inc.

Description

Overview:

We are looking for a smart, hard-working, and service-oriented person to join our growing firm located in State College, PA.

Hours can be from 8:30am-3:30pm or 8:30am-5pm, more pay for more hours worked.

THIS IS AN ESSENTIAL POSITION AND THEREFORE CAN NOT BE DONE REMOTELY.


Qualities needed:

• Strong people skills
• Strong written and verbal communication skills
• Detail oriented
• Wellorganized
• Time management skills
• Polite and clear phone manners
• Ability to multitask
• Positive attitude and sincere willingness to constantly learn and grow

Responsibilities will include but are not limited to the following:

• Front office reception
• greet visitors/clients, provide service to clients
• Organize and schedule appointments including sending meeting reminders of what is needed
• Help maintain all common areas
• Order office supplies and research new dealers/suppliers if needed
• Maintain filing storage including cloud storage
• Check trades weekly and maintain backup files for trades for compliance purposes
• During tax preparation season scan documents, assemble incoming tax docs, explain signature pages to clients
• Print, assemble, maintain, and mail client brochures
• Maintain all office correspondence letterhead, envelopes, labels and business cards
• Send birthday cards weekly and Christmas cards annually to clients
• Maintain, update and research ways to continuously improve Client Relationship Management (CRM) system
• Process incoming and outgoing USPS mail
• Adhere to our firm's compliance manual, privacy notices, and other rules and regulations as required by our firm and regulatory authorities

Education and Experience Requirements:

• High School Degree or equivalent
• Proficiency with Microsoft Office suite, especially Excel is a must

Benefits:

• 401k retirement plan with 5% company match
• Paid vacation including having your birthday off and 8 paid holidays

- $50k of Life and Accidental Death and Dismemberment Policy

• Company paid short term disability. Employee paid long term disability is offered as well
• Company holiday parties and team building events
• Employee stipend for educational, financial organization dues and conference opportunities
• Working with a team of individuals that you like
• Company paid parking

Those who should apply:

• Love people and want to help them
• Enjoy learning
• Are professional but still enjoy a good laugh
• Want a longterm relationship with a company
• Like Central PA we want you for the long term, so you'll be living near State College, PA
• Enjoy what you do and who you work with

Those who should pass:

• Must be micromanaged
• Are not excited by financial planning or the feeonly advisory firm
• Afraid of change we are constantly evolving, through technology or new processes
• Not in it for the longterm we are investing a lot of time and money into you, and we want you to stay with us for the long term
• Do not want to do work that may seem "beneath you". We are a small firm we need help from time to time with what may seem like mundane tasks

What you can expect when applying:

• A response back that we are or are not interested at this time
• If we are interested, we will proceed with a telephone interview
• If the phone interview goes well, then an inperson final interview will follow where you meet with each of our team members at our State College location
• If that goes well, we will do background and credit checks

No phone calls or drop ins please


Pay:
$40, $45,000.00 per year


Experience:

• Customer service: 1 year (preferred)

Ability to Commute:

• State College, PA required)

Ability to Relocate:

• State College, PA 16801: Relocate before starting work (required)

Work Location:
In person