Financial Services Associate

Landmark Insurance & Financial Group, Inc. · Princess Anne, MD · 1 wk ago

On-siteFinance$17–$22/hrFull-time

About the role

We are an independent agency specializing in a variety of insurance solutions and financial services to meet the needs of our community. Established in 1979, we have served clients throughout the Mid‑Atlantic region for over 46 years. Landmark is committed to the highest ethical and business practice standards, with a history of leadership in our industry, the business community, and the area we serve. Our mission is to help the clients we serve — protection, education, and integrity are the foundation of what we do. Utilizing the power of an independent agency, Landmark Insurance & Financial Group, Inc. is “Large Enough to Serve You, Small Enough to Care!™”

The Financial Services Associate is a client‑focused position that will provide customer service, administrative, and marketing support to the financial advisors and clients of the firm. Responsibilities include assisting with client communications, phone calls, scheduling, account service, marketing activities, and day‑to‑day office support. For a successful candidate, this position provides an opportunity to grow within the organization while developing a strong understanding of financial services and client relationships.

Responsibilities

Provide friendly and professional customer service to clients by phone, email, and in person.
Answer calls, assist with routine client questions, schedule appointments, and follow up on client requests.
Assist advisors and staff with client service needs, account paperwork, forms, and administrative tasks.
Maintain accurate client information and records in the Client Relationship Manager (CRM) system.
Prepare client communications, correspondence, newsletters, and other materials.
Support marketing and community outreach initiatives, including social media, promotional materials, seminars, client appreciation events, and other firm activities.
Follow up with clients and prospective clients to ensure requests are handled promptly and professionally.
Maintain client confidentiality and handle sensitive information with discretion.
Continue developing knowledge of financial services, firm procedures, products, and client service practices.

Qualifications

Minimum 2 years of office experience, preferably in customer service or financial services.
Excellent communication, organizational, and client service skills.
Proficient in Microsoft Office and able to learn new systems, technology, and marketing tools.
Ability to handle confidential information with discretion and sound judgment.
Willingness to learn about financial services, retirement planning, investments, and insurance.
Must pass a background check and maintain fingerprinted, non‑registered status through Osaic Wealth.

Benefits

Benefits eligible first of the month following 60 days of employment, including employer‑paid health insurance (employee only), dental & vision insurance, flexible spending account, disability and life insurance.
401(k) program available after 6 months with employer match and potential for profit‑sharing contribution following one year of employment.

Pay

$17.00 – $22.00 per hour, depending on experience and qualifications.

Schedule

Full‑time, Monday – Friday, 8:00 AM – 5:00 PM. Work location: Princess Anne, Maryland.