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Part Time Financial Assistant Needed To Start Immediately!!!!! - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Camp Hill, PA Camp Hill, Pennsylvania |
About this job
Financial Manager/ Assistant (Camp Hill, PA)
Camp Hill investment firm is looking for seasonal Financial Assistant to help perform office duties during the tax season. This person will have a high level of financial understanding of Securities. Understanding of financial planning and investments is a plus. Experience with Life Insurance, Brokerage interactions, and ACH disbursements is required.
Responsibilities Include:
Setting appointments, client interaction, set-up paperwork, gifting letters, website management, clean up database, compliance contact, Registered Investment Adviser packet updates, PA filing, audit contact and bookkeeping.
The position is perfect for someone looking for a flexible schedule. Hours are part time but long term.
Compensation is negotiable depending on experience.
Contact our Main Office for more information.
717.731.8440
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