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

Weill Cornell Medicine

Translational Research Technician - Organoid and Drug Screening Job at Weill Cornell Medicine

 ...of all procedures and results including graphs, scientific calculations, and statistical analysis charting. May run routine biochemistry assays including western blotting and RT-PCR. May perform routine molecular biology laboratory procedures, such as PCR, DNA electrophoresis... 

Rankings Io

VP of Marketing Job at Rankings Io

 ...The Vice President of Marketing is a Senior Executive responsible for setting the strategic vision for all marketing efforts at Rankings...  ...and refine messaging to clearly differentiate Rankings.io in the legal marketing space. Revenue & Demand Generation Own the full... 

Quanta Services

Bell 212 or 205 UH-1H Mechanic Job at Quanta Services

About Us PJ Helicopters is a family-run, world class, precision helicopter lift service operating nationwide. Since 1970, PJ Helicopters has focused heavily on customer satisfaction and safety to reliably deliver. With over 30 aircraft, PJH primarily serves the utility...

BJC HealthCare

Interventional Radiology Registered Nurse Job at BJC HealthCare

 ...The BJC RN Career Ladder differentiates BJC as the place for nurses to work in the greater St. Louis area. This is a tool to empower...  ...Education ~ Nursing Diploma/Associate's - Nursing Experience ~ No Experience Supervisor Experience ~ No Experience... 

Emerald Springs Senior Living

Certified Caregiver Part Time Evening Shift Job at Emerald Springs Senior Living

Summary The Caregiver plays an integral role in the success of our team, our community and creating a place our residents are proud to call home. The primary purpose of this position is to provide assistance in all Nursing Department...