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          Client Services Assistant

          Crash Proof Retirement, LLC
          King Of Prussia, PA 19406
          Full-time, Part-time
          Refer friends, get paid!

          Job Description

          Job Description

          FOR IMMEDIATE HIRE

          Well-known financial services firm seeking a detail-oriented Financial Services Assistant to provide administrative support for our independent advisors.

          RESPONSIBILITIES

          · Work directly with affiliated insurance carriers to retrieve financial statements.
          · Review and Transpose data from financial statements onto summaries used by independent advisors in client communication.
          · Analyze financial statements and perform calculations for summaries used by independent advisors in client communication.
          · Organize and Update existing client files.

          REQUIREMENTS

          · Strong analytical, problem solving, and mathematical skills.
          · Proficient in Microsoft Excel.
          · Experience in financial services industry.
          · The right candidate will have great attention to detail and a commitment to compliance and consumer advocacy.

          EDUCATION AND/OR EXPERIENCE

          · Bachelor's Degree (B.A.) from four-year college or university; or one to two years related experience and/or training; or equivalent of education and experience.

          Company Description

          With several decades' experience and a dominant regional media presence, Crash Proof Retirement is a financial services firm with over 5,000 clients, dedicated to consumer advocacy and education. Their Headquarters is located in King of Prussia (convenient from Route 76, 476, and the PA Turnpike). Along with a very dedicated and experienced staff, Crash Proof Retirement leans heavily on the marketing efforts of Retirement Media, Inc, a cutting edge media production company focused on serving the American retiree. The Retirement Media production crew operates in-house with Crash Proof Retirement, equipped with a state-of-the-art television and radio studio, to produce industry-leading marketing strategies seen and heard across the country.
          Posting ID: 563233407Posted: 2020-08-14