Executive Assistant – Financial Planning

Executive Assistant – Financial Planning

Camp Hill, PA | Full-time | In-office

Starting compensation is based on experience and qualifications.

We are seeking an experienced Executive Assistant to support our growing financial planning team by keeping daily operations organized and delivering exceptional client service. Prior experience in the financial services or investment industry is required for this position.

Roles and Responsibilities

Work closely with our team to provide outstanding support to both clients and advisors by:

· Serve as a welcoming, professional point of contact for clients.

· Manage advisor calendars, coordinate meetings, and track follow-up.

·  Prepare meeting reports, paperwork, and client materials; maintain accurate CRM records and notes.

· Process account paperwork and service requests, including transfers, beneficiary updates, and required minimum distribution (RMD) calculations.

· Resolve account and service issues with broker-dealers and custodians.

· Improve workflows and the client experience while handling sensitive information with discretion.

Required Qualifications

The ideal candidate will have:

· Prior experience in the financial services or investment industry.

· Strong organization, attention to detail, and the ability to manage competing priorities.

· Professional communication and a client-service mindset.

· Initiative, sound judgment, and reliable follow-through in a collaborative environment.

· Proficiency in Microsoft Office and the ability to learn CRM software and other systems.

Why Join Our Team?

Join a collaborative, growing financial planning practice where teamwork, continuous improvement, and doing what is right for our clients guide our work. If you take pride in your work and enjoy making a meaningful difference in the client experience, we would love to hear from you!