Financial Planner Assistant Jobs in Pennsylvania

Are a Life-long student seeking continued education and professional development.

Have prior sales experience and/or enjoy networking and seeking new clients.

Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.

Provide a framework to help you attain all licensing and education needed to progress through the career.

Provide competitive compensation and benefits that are unique in our industry.

Provide a roadmap for your success with our experienced team of leaders.

The Southwestern Pennsylvania Synod, ELCA—a nonprofit 501(c) 3 organization—is seeking a candidate to perform general accounting/bookkeeping responsibilities.

•Basic knowledge of fund accounting (restricted funds etc.)

•General understanding of basic accounting

Manage the client on-boarding process; including opening new accounts, processing investment paperwork and interfacing

Excellent teamwork, analytical, written and oral communication skills.

Services to perform the following principal responsibilities:

Support Consultants in managing client relationships.

Prepare detailed financial statements, client reports, and client correspondence.

Assist clients with various inquires.