Executive Administrative Assistant

Langan Financial Group•Camp Hill, PA

19d•Onsite

About The Position

Langan Financial Group, LLC is recruiting an Executive Administrative Assistant on site for 40 hours a week to support our growing business. This position requires a motivated individual who is proactive, detail-oriented, and genuinely enjoys working with people. You'll often be the first point of contact for prospective clients, existing clients, and visitors — so a warm, welcoming demeanor and the ability to make people feel at ease are essential. Taking initiative and being highly focused on delivering excellent service is necessary in a fast-paced, high-growth environment. Excellent communication skills are imperative.

Requirements

3–5 years of experience in an administrative or client-facing role, preferably in financial services or a professional services environment.
Warm, approachable personality — the kind of person who puts others at ease immediately.
Strong interpersonal skills with the ability to communicate effectively with clients, prospects, and team members at all levels.
Proactive and forward thinking.
Commitment to customer excellence.
Detail-oriented and highly organized.
Excellent verbal and written communication skills.

Responsibilities

Greet guests, answer phones, and serve as the friendly first point of contact for anyone reaching out to the firm — whether it's a prospective client inquiring about our services, an existing client with a question, or a visitor stopping by the office.
Listen to client and prospect needs and direct them to the most appropriate team member.
Schedule and maintain advisor's calendar.
Set up and track client meetings.
Add client notes to CRM.
Help prepare client reviews and reports.
Support special events.
Track and pay expenses.
Track PTO/sick days for staff.
Arrange travel accommodations.
Schedule repairs/services for office.
Order supplies and oversee mailings.
Copy, scan, bind reports.