FINANCIAL ADMINISTRATOR - PHILLY
Location: Radnor, Pennsylvania
Description: MERCER ADVISORS INC. is currently seeking to employ FINANCIAL ADMINISTRATOR - PHILLY right now, this career will be placed in Pennsylvania. Further informations about this career opportunity please read the description below. Job Summary:
The Financial Administrator works in a client-focused, team-centered environment assisting a Managing Director in servicing the needs o! f the firms high net worth clients. The Financial Administrator must be organized, have outstanding attention to detail, excellent computer proficiency and great communication skills.
Visit our website for further details:
http://www.merceradvisors.com/about_us/careers/apply_online.php?e=121&code=FAPH
Essential Job Functions for the Financial Administrator will include:
Providing support to the Advisor Teams by administering client data gathering, investments, and on-going service processes
Supporting all account transfers
Collecting and preparing initial financial data for EFP (Economic Freedom Plan) meetings
Preparing investment paperwork
Frequent client, back office, and advisor team communications
Reviewing financial data
Preparing investment reports
Researching unusual situations for delays
Interacting with other departments including Investment and Pension
Planning to support the preparation pro! cess including the creation, revision and amendment of client ! data management and analysis
Following-up with clients other advisors as needed (CPAs, attorneys, etc.)
Providing general office support for the department
Providing primary support for investment advisory group clients
Perform other duties as assigned.
Must have Financial services industry experience or related degree preferred
Series 65 licensing required within first thirty (30) days of hire
Must have two plus (2+) years of substantial financial services experience
Excellent verbal, written, analytical, and organizational skills
Proficiency with MS Word, Excel, PowerPoint and Outlook.
Must be proficient in using spreadsheets and word processing programs.
Experience working with high-level, busy professionals
Enjoy being part of a team
Must be highly flexible and confidential with all matters
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting! , will be assigned to a work station, no heavy lifting over 10 lbs.
Benefits:
We can offer you an exciting, fast-paced working environment, and the opportunity to play a vital role in our growth. Mercer Advisors is an equal opportunity employer offering a competitive salary and benefit package:
Medical insurance
Vision Insurance
Prescription Drug Coverage
Dental Insurance
401(k) Profit Sharing Plan
Paid Vacation and Holidays
Life Insurance
Accidental Death and Dismemberment
Long-Term Disability
Voluntary Life and AD&D options
Health Savings Account option
Domestic Partner Program
Financial Planning Services
To Apply:
For immediate consideration, please send your cover letter, resume, and salary requirements to Human Resources via email or fax.
Email: jobs@merceradvisors.com , please reference job code FAPH in your correspondence.
Work Schedule: Monday through Fr! iday, 8:00AM to 5:00PM
Salary Range:
$35,000.00/yea! r, if Series 65 has not been obtained upon date of hire.
$45,000.00/year if Series 65 is active upon date of hire.
- .
If you were eligible to this career, please deliver us your resume, with salary requirements and a resume to MERCER ADVISORS INC..
Interested on this career, just click on the Apply button, you will be redirected to the official website
This career will be started on: Thu, 22 Aug 2013 09:28:11 GMT
Apply FINANCIAL ADMINISTRATOR - PHILLY Here