Administrative Professional

Job Summary:Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.Under general supervision, uses general knowledge and skills obtained through training and experience to complete daily tasks relating to client accounts. General instructions and procedures are provided to perform routine standardized tasks. Resolves routine questions and problems and refers more complex issues to a higher level.Essential Duties and Responsibilities:* Assists with opening client accounts by properly completing and submitting required forms.* Supports client onboarding.* Monitors document status through importing, scanning and submission of documents.* Provides general administrative support to branch management.* Maintains, processes and updates files, records and other documents.* Cross-trains and assists with other operational functions as required.* Performs other duties and responsibilities as assigned.· Receives telephone calls; maintains record of inquiries, as required.* Processes money movement of funds, disbursements and check delivery.* Transmits and receives messages with home office.* Assists branch managements with audit preparation.Qualifications - ExternalQualifications:* General office practices, procedures, and methods.* Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.* Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.* Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.* Use mathematics sufficient to complete money movement and reporting tasks.* Financial services industry investment concepts, practices, and procedures not required but are a desirable.Educational/Previous Experience Requirements:* High School (HS) (Required) OR an equivalent combination of experience, education, and/or training; Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance a plus.Licenses/Certifications:* None required. FINRA licenses are a plus.Benefits* 401K* Paid time offSalary* Salary dependent upon experience $35k-$50k plus bonus.Job Type: Full-timePay: $35,000.00 - $50,000.00 per yearBenefits:* 401(k)* Paid time offAbility to Commute:* Beaver, PA 15009 (Required)Work Location: In person

Created: 2025-08-13