Financial Planner Administrator Needed in Allentown

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: 05/02/2025

Created: 2025-05-12