Financial Planner Administrator Needed in Allentown

Company: PeopleShare Inc
Location: Allentown
Posted on: April 20, 2025

Job Description:

About the Role:

We are seeking a Financial Planner Administrator to join our dedicated team in Allentown, PA. This position plays a vital role in supporting our Financial Advisors by providing exceptional client service, proactive communication, and efficient administrative support. The ideal candidate is highly organized, detail-oriented, and thrives in a dynamic, fast-paced environment.

Job Title: Financial Planner Administrator
Location: Allentown, PA
Schedule: Monday-Friday, 8:00 AM - 5:00 PM
Compensation: $50,000-$55,000 annually
Employment Type: Full-time
Financial Planner Administrator Key Responsibilities:

• Provide ongoing client and business development support to Financial Advisors
• Maintain proactive client communication and assist with daily office administration
• Create, update, and maintain client records and documentation
• Handle client communications efficiently via calls, emails, letters, and forms
• Coordinate account openings and follow-ups, escalating issues when necessary
• Ensure all documentation meets industry regulations and internal standards
• Utilize and maintain Redtail CRM for all client and operational tasks
• Maintain organized communication and filing systems (physical and electronic)
• Collaborate with the team to ensure seamless workflow and a positive client experience
• Attend and contribute to weekly team meetings
• Professionally answer and manage incoming calls Financial Planner Administrator Qualifications:
  
  • High School diploma or equivalent required; higher education preferred
  • Excellent computer skills; proficiency in Microsoft Office
  • Strong organizational skills with attention to detail
  • Understanding of financial markets, investments, and insurance is a plus
  • Life, Health, and Securities licenses are a bonus but not required
  • Positive, team-oriented attitude with excellent communication skills
  • Self-motivated, dependable, and punctual
  • Comfortable in a fast-paced environment and eager to contribute to a growing team Financial Planner Administrator Benefits:
    
    • Competitive salary based on experience
    • Medical benefits after probationary period
    • 401(k) with Safe Harbor Company match
    • Opportunity for performance-based bonuses
    • Supportive and collaborative team culture Requirements: - Job Type: - Temp to Hire Post Date: - 04/18/2025

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