Client Service Associate/Trader Job at Elser Financial Planning Inc, Indiana, PA

K0VJaTRHVGJqWlVIcnNZM0FIZG9NL2dRbGc9PQ==
  • Elser Financial Planning Inc
  • Indiana, PA

Job Description

The Client Service Associate/Trader provides critical support to the firm and our daily operations. In this role, you will have the opportunity to interface with advisors and other operations team members in a highly professional and collaborative environment. The ideal candidate will possess strong attention to detail and organizational skills.

Duties and Responsibilities:

  1. Assist with custodial paperwork and processing of forms, including applications, new accounts, and account transfers
  2. Coordinate and track the new clients through the onboarding process
  3. Assist Senior Trader with management of client portfolios, including rebalancing and processing money movement requests, such as wire transfers/ACH distributions, family gifting, charitable gifting and other asset movement requests
  4. Monitor custodial transactions for accuracy, timeliness, and to ensure compliance with firm policies and/or industry regulations
  5. Be detail oriented and proactively seek to resolve any client or vendor issues or concerns
  6. Leverage technology to generate client reports and organize client data consistently and efficiently
  7. Assist with other administrative tasks as needed to support the growth and development of the firm
  8. Other duties as assigned.

Desired Qualifications:

  1. Minimum of 3 years of experience in the financial services industry; Financial Paraplanner Qualified Professional FPQP designation and Series 65 (or equivalent) preferred
  2. Sound judgment and the ability to be proactive and decisive
  3. Proficient with Microsoft Office, including Outlook, Excel, Word, etc.
  4. Strong attention to detail while working in a fast-paced environment
  5. Ability to work independently and with a team

Compensation and Benefits:

  1. Salary: Competitive with market
  2. Insurance: Health and Long-Term Disability
  3. Holidays: 8 paid holidays
  4. Simple IRA with 3% match

Elser Financial Planning is an Equal Opportunity Employer. Elser Financial Planning does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

#J-18808-Ljbffr

Job Tags

Work at office,

Similar Jobs

Arhaus

Graphic Designer - Catalog Job at Arhaus

 ...Description Since 1986, our mission at Arhaus has been simple. We design and build heirloom quality products while holding true to our...  ...believes passionately in the value of heirloom quality artisan furniture, sustainability, and our mission to continue to learn and grow... 

Metro Physical & Aquatic Therapy

Acupuncturist (Part Time & Full Time Available) Job at Metro Physical & Aquatic Therapy

 ...disorder. Performs diagnostic procedures including physical, neurological and orthopedic examinations. Treatment of general medicine and internal medicine conditions including but not limited to gyno, gastro, pulmonary and cardiac. Enhance and expand patient relations... 

National Veterinary Associates

Medical Director Job at National Veterinary Associates

 ...Job Description Medical Director / Experienced Veterinarian Travis Country Animal Hospital...  ...a leadership-track role at a thriving, well-established hospital with: \n \n \n...  ...with paid sick and safe leave and public health emergency leave in accordance with the... 

jobgether

Customer Success Manager - REMOTE Job at jobgether

 ...behalf of a partner company. We are currently looking for a Customer Success Manager. In this critical role, you will support and grow...  ...performance-related bonuses Flexible working hours and remote work support Opportunities for continuous learning and professional... 

Protouch Staffing

Neurology Physician Assistant Job at Protouch Staffing

 ...Physician Assistant (Neurology) - Tucson, AZ Protouch Healthcare Staffing is looking for Experienced Neurology (Nurse Practitioner or Physician Assistant) Full-time/ Permanent role, located in beautiful Foothills in Tucson, AZ. Standard shift: No call, 5...