Financial Services Sales Assistant - Harrisburg, PA

About the role

A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Services Sales Assistant to join our team in Harrisburg, PA. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.

Responsibilities

• Maintain client records and ensure proper documentation is recorded and maintained.
• Act as liaison between Financial Advisors and clients, responding to or mitigating questions or concerns.
• Manage client communications and follow-up by phone, email, or mail.
• Assist with scheduling and arranging client appointments, including reminder calls and coordinating meeting spaces.
• Proactively contact clients to schedule financial reviews or other meetings.
• Provide general administrative support, including data entry, mailing, filing, and organizing documents to audit standards.
• Provide completed service forms for clients to sign and return as part of the client experience.
• Manage day-to-day client transactions and ensure an overall positive client experience.
• Coordinate client education events, including invitations, RSVP management, attendance, client greeting, and logistics.
• Coordinate updates for Ambassador class meetings and binder preparation.
• Contact carriers and investment companies to facilitate quarterly Assets Under Management reports.
• Assist in ordering MPFS branded materials and coordinating deliveries.
• Provide assistance to Financial Advisors and Financial Consultants without a dedicated sales assistant.
• Build strong, meaningful relationships with clients.
• Maintain department records and files to audit standards and ensure security.
• Assist Advisors in calling efforts to clients identified for sales initiatives and following up on referral and lead opportunities.
• Assist clients in obtaining specialized services from other company business lines as appropriate.
• Create and maintain client files, ensuring contents are complete and accurate to audit standards.
• Coordinate and manage Financial Advisor schedules, prioritizing requests based on situation.
• Assist clients with access to online websites via conference calls with appropriate personnel.
• Assist Financial Advisors in completing and maintaining required reports for monthly submission.

Education & Qualifications

• A minimum of four (4) years’ experience in a related position normally required.
• A high school diploma or equivalent with an emphasis in business curriculum.
• Current industry experience.
• Proficiency with Microsoft Office products required.
• Strong organization skills and attention to detail required.
• Strong communication skills via telephone and email required.

Skills

• Proficient reading, writing, grammar, and mathematics skills.
• Proficient interpersonal relations and communication skills.
• Proficient typing skills.
• Moderate composition skills.
• Ability to operate word processing equipment and/or sufficient knowledge to use word processing software.
• Knowledge of various office machines.
• Working knowledge of products and services, along with operational policies and procedures.
• Ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less.
• Visual, auditory, and speaking skills.
• Valid driver’s license required.

Pay

We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

Benefits

• Medical plans with prescription drug coverage.
• Flexible spending account, dental and vision insurance.
• Life insurance.
• 401(k) program with employer match and employee stock purchase plan.
• Paid time off and paid holidays.
• Disability insurance coverage and parental leave.
• Employee assistance program and tuition reimbursement.
• Mentorship programs, individualized development and career counseling.
• Mid Penn University courses and development programs.