Personal Assistant to Financial Adviser – Philadelphia, United States

At Concentrix, a leader in client-focused financial services, we are expanding our team in Philadelphia, Pennsylvania. We’re looking for a dedicated Personal Assistant to Financial Adviser who thrives in a dynamic environment and is passionate about supporting financial wellness. This part-time, on-site role offers a competitive compensation of $850 per week and the chance to grow professionally within a supportive company culture that values teamwork and respect.

Join us and contribute directly to enhancing client experiences while developing your career in the financial services industry. If you are organized, communicative, and eager to advance your skills, this opportunity is for you.

Key Responsibilities

• Manage the Financial Adviser’s daily calendar, including scheduling appointments, meetings, and travel arrangements to ensure seamless operations.
• Communicate promptly and professionally with clients, addressing inquiries and coordinating follow-ups to maintain high client satisfaction.
• Provide exceptional customer service by handling client requests efficiently and with a professional demeanor.
• Maintain confidential client records, files, and documents with accuracy and compliance to privacy standards.
• Adapt quickly to shifting priorities and assist with various administrative tasks to support business needs.
• Utilize strong time management skills to prioritize tasks and consistently meet deadlines.
• Collaborate with the Financial Adviser in preparing materials for client meetings and presentations, contributing to successful client engagements.

What We’re Looking For

Required:

• High School Diploma or equivalent; additional education in business administration or finance is a plus.
• Proven experience as a personal assistant or in a similar administrative role, preferably within financial services.
• Strong communication skills with the ability to build rapport and trust with clients.
• Excellent customer service skills and adaptability in a fast-paced, client-focused environment.
• Exceptional organizational and time management abilities.

Preferred:

• Familiarity with financial terminology and client management software.
• Experience supporting financial advisers or professionals in related fields.
• Demonstrated ability to handle confidential information responsibly.
• Motivation for career development and learning within the financial sector.

What We Offer

• Competitive pay of $850 per week for part-time hours.
• Health insurance options to support your well-being.
• Paid time off to maintain work-life balance.
• Retirement plan to help you plan for your future.
• Professional growth opportunities through training and mentorship.
• A collaborative and inclusive workplace culture that values respect and teamwork.
• On-site work environment in Philadelphia, fostering direct team interaction and client engagement.

Frequently Asked Questions

What are the working hours for this part-time role? The schedule is flexible but typically involves weekday hours aligned with client appointments and adviser availability.

Is prior financial industry experience mandatory? While preferred, it is not mandatory. Strong administrative skills and a willingness to learn are highly valued.

Does this position offer remote work options? This role is on-site in Philadelphia and does not offer remote work.

What is the application process? Candidates can apply online through our careers portal. Selected applicants will be contacted for interviews promptly.

Are there opportunities for career advancement? Yes, Concentrix supports professional growth and offers advancement opportunities within the financial services division.

What software tools should I be familiar with? Basic proficiency in Microsoft Office Suite is expected; familiarity with scheduling and client management software is a plus.

For more information about career paths in financial services, visit the U.S. Bureau of Labor Statistics: Personal Financial Advisors

Additional Resources

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Ready to take the next step in your career? Apply today to join Concentrix in Philadelphia and make a meaningful impact supporting financial advisers and their clients.