Investment Services Specialist / Administrative Assistant

Orrstown Bank • Carlisle, PA

11d

About The Position

The Investment Services Specialist position provides sales support to investment representatives, including processing and opening new Broker-Dealer accounts. Schedule client appointments and respond to client inquiries. Prepare client reporting and provide administrative support for seminars and meetings.

Requirements

• High school diploma or equivalent.
• Minimum one (1) year experience in related field, or support role.
• Strong reading, writing, grammar and mathematics skills; well-developed interpersonal relations and communicative skills; proven strength in interpreting, analyzing, synthesizing, and reporting financial and non-financial information in an understandable form for the end users of such reports; exceptional computer skills, including, but not limited to, word processing, spreadsheet, data base, presentation, and accounting software.
• Must have the ability to deal tactfully and efficiently with the public and other employees.
• The ability to work in a fast-paced, sometimes stressful environment and have flexibility in working hours

Nice To Haves

• Bachelor's degree in Finance, Accounting, or a related field preferred.
• Series 7/63 license and Life/Health license preferred for investment specific role.

Responsibilities

• Manage calendars and coordinating/scheduling clients and vendor appointments.
• Effectively and efficiently prepare for client meetings; run investment account reports; create documents using Microsoft Excel; prepare applications, forms, etc.
• Build constructive relationships with clients and Investment companies (online, phone and in person) for the completion of paperwork, follow-up, etc.
• Prepare overnight packages to send new account paperwork and checks to various investment companies.
• Maintain and update Daily Sales Logs; scan/index and maintain client files in appropriate order; maintain licenses required (Security Licenses, as well as Life and Health).
• Update and order sales literature as required.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Long-term disability
• Short-term disability
• Employee, spouse and dependent life and AD&D insurance
• Flexible spending account
• Dependent care spending account
• Employee stock purchase plan
• 401(k)/profit-sharing program
• Paid time off
• Paid holidays
• Paid parental leave
• Employee service recognition

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED