Job description

Job Title: Financial Executive Assistant

Location: Canonsburg, PA

Position Type: Salaried; full time in-office

Position Summary:

New Beginnings Wealth Advisors is a woman-owned financial planning organization that believes in goal-based Financial Planning, through a "Planning with Purpose Method." New Beginnings has a fantastic opportunity for a motivated, responsible individual to work with our clients to achieve financial wellness. The primary responsibility of this position is to provide professional assistance to our Financial Professional(s). You can look forward to working with a growing firm who is committed to delivering exceptional service to our clients.

You are:

• Organized and detail oriented
• Able to manage priorities and can accommodate requests or needs from clients and superiors
• Flexible, self-motivated, reliable, eager to learn
• Professional and positive attitude, friendly demeanor both in person and by phone
• Ability to work independently and as part of a team
• Trustworthy; uses discretion with confidential information
• Listens well to instructions and consistently retains details; takes direction well
• Willing to acquire FINRA Series 7 and Series 66 licenses

Core Duties and Responsibilities:

• Set up and prepare for client meetings.
• Prepare client paperwork and new account forms, following up with clients needed information
• Call fund and insurance companies for product information and forms
• Provide support for processing client service needs, such as beneficiary changes or withdrawals
• Handle client mailing projects
• Assist with creation and implementation of procedures to improve efficiency and enhance client experience.

Qualifications:

• Excellent, verbal, and written communication skills
• Experience with CRM (Customer Relationship Management) software
• Proficient in Microsoft applications: MS Word, Excel, PowerPoint and Outlook
• Ability to quickly learn and use computer software programs; experience with MoneyGuidePro and eMoney financial planning software would be a plus

Education and Experience:

• Bachelor’s degree from an accredited undergraduate college or university is preferred
• 3-5 years of administrative or support work in a highly professional office environment
• 3-5 years of client service experience
• 2 or more years of experience in a support role for financial services industry is preferred
• Series 7 and Series 66 Registrations and/or PA Life/Health license would be a plus

We offer:

A supportive and professional environment and a real opportunity for growth. Salary commensurate with experience with bonus potential; vacation time and 13 paid holidays; retirement plan; reimbursement for licensing costs.

LFS-5393041-010323

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance

Schedule:

• Day shift
• Monday to Friday

Ability to commute/relocate:

• Canonsburg, PA 15317: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Preferred)

Experience:

• Administrative: 3 years (Preferred)
• Financial services: 2 years (Preferred)
• Microsoft Office: 5 years (Preferred)
• Customer support: 3 years (Preferred)

Work Location: In person

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