Administrative Assistant/Client Data Specialist

Join our dynamic team led by two experienced financial advisors with over 50 years of cumulative financial and insurance industry expertise. We pride ourselves on building long-lasting relationships with our clients and delivering unparalleled service tailored to each client’s needs. Our mission is to empower individuals and business owners by developing strategic plans that ensure financial security.

We value organized and detail-oriented professionals who are self-starters and life-long learners that like helping people achieve their dreams. We are looking to add a committed team player to join our growing practice.

The role of Client Data Specialist/Administrative Assistant is a valued member of our team who will be aligned with and assist two senior advisors with day-to-day operations to amplify the advisor’s role, success of our clients, and growth of the firm. In this role, you will segment new and existing clients, implement a touchpoint calendar, and ensure accurate data entry into our A360 system. Additionally, you will help digitize client files, improving our service delivery and record-keeping processes.

How will you help support our clients and practice?

• Work directly with an experienced CERTIFIED FINANCIAL PLANNER® professional
• Support all aspects of the advisor role without pressure of sales or prospecting
• Assist with the continuous development and implementation of our client service model, manage/update CRM, client segmentation in CRM
• Manage tasks, follow-ups and workflows to ensure prompt and accurate client service
• Provide administrative support to the team as needed: answer incoming calls, take and deliver messages for advisors, faxing, filing, making copies, open, sort and distribute incoming mail, case preparation for client meetings, create new client files, managing existing files – including digitizing of physical files
• Client mailings – birthday, holiday cards
• Approach all scenarios with a “how can I help improve this” mindset
• Consistently seek to enhance existing processes with the goal of reducing friction and providing a “Wow!” client experience with every interaction

Who do you need to be?

• Full-time applicants preferred but willing to be flexible
• Honest and full of integrity. Understanding we are helping clients with an important, integral and intimate part of their lives, their finances.
• A natural service provider who derives their energy from a supporting role
• Excellent communicator in both verbal and written mediums
• Comfortable in a fast-paced work environment offering variety and constant evolution
• Technologically savvy and embracing the continued adoption of industry-leading technology and processes
• An excellent multi-tasker with ability to be both quick and thorough; never sacrificing significant attention to details and data accuracy
• A student of personal development

Qualifications and Skills Preferred

• Prior operational, administrative, or executive assistant experience preferred
• Prior investment or insurance industry experience preferred
• Microsoft Office Skills - Outlook, Excel, PowerPoint, Teams, OneNote
• Industry Technology Platform Experience – Advisor360, eMoney, Wealthscape, Envestnet, EZapp good
• Familiarity with CRM software or client database management
• Preference and ability to primarily work in-office

Compensation & Benefits

• Office location will be Allentown, PA
• Competitive pay
• Opportunities for professional development
• Competitive PTO Offering
• Supportive, collaborative, positive and growth-oriented work environment