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Job Title: Administrative Assistant and Client Support

 

Willowbranch Financial Group in Camp Hill is hiring a full time, on-site Administrative Assistant to support our Financial Advisors and support team. The successful candidate will support our team with a variety of administrative responsibilities. This team player should be kind, considerate, diligent, helpful and pleasant to be around. 


About Willowbranch Financial Group: We work hard to provide financial services designed to enhance the lives of our clients and the people in our community. Maintaining ethics and integrity in our actions is also very important to us. Our commitment to maintaining the highest ethical standards helps us hire great people, attract loyal clients and contribute back to the community that supports our business. We are a small team dedicated to our clients and their experience with us. Our mission is to help our clients realize their goals and dreams through personalized financial planning.


What it’s Like to Work Here: Our team members all share a positive attitude, problem solving abilities and patience, enabling them to provide excellent customer service even during challenging times. We have fun, but are very serious about supporting our clients financial lives. 


A Day in the Life as a WFG Admin: Your days will be filled with supportive administrative work such as helping to prepare for client meetings, making client check-in calls, using Microsoft Office products and our financial based software, answering phone calls, light office maintenance and general office support for our team.


Qualifications:

  • Generally happy and helpful disposition with caring attitude
  • Detail oriented
  • Good communications skills
  • Knowledge of general office equipment including Microsoft 365 Office products and aptitude for working with new systems and software.

Benefits:

  • A supportive work environment.
  • Potential long-term employment
  • Matching 401K Plan
  • Flexible paid leave


Clearances: Must pass a background check including, criminal record, credit check, etc.


Willowbranch Financial Group is an Equal Opportunity Employer.