Administrative Service Representative/Financial Services Associate

About the Position

Orr Financial Group is seeking a dependable, professional, and client-focused individual to join our financial services team. We are open to candidates with experience in financial services as well as highly organized administrative professionals who are interested in building a career in the financial industry.

Depending on the candidate's experience, licensing, and career goals, this position may be structured as an Administrative Service Representative/Client Service Associate or may provide an opportunity to develop into a Financial Advisor role.

The ideal candidate is personable, organized, comfortable working with clients, and able to manage multiple responsibilities in a professional office environment. Financial-services experience is preferred but not required for the right candidate.

Responsibilities

Responsibilities will vary based on experience and licensing and may include:

• Provide friendly, professional service to existing and prospective clients
• Answer phones, schedule appointments, and assist with day-to-day office operations
• Prepare paperwork and assist with opening, maintaining, and servicing client accounts
• Process client service requests and follow up on outstanding items
• Maintain accurate client records and documentation
• Assist advisors with preparation for client meetings and account reviews
• Communicate with investment, insurance, and financial-services companies regarding client accounts
• Assist with seminar, client event, and marketing activities
• Help maintain regulatory and compliance-related documentation
• Identify client needs and direct questions or opportunities to the appropriate advisor
• For appropriately licensed candidates, assist with investment discussions, financial planning, client relationship management, and business development

Qualifications

We are looking for someone who is:

• Professional, dependable, and highly organized
• Comfortable communicating with clients by phone, email, and in person
• Detail-oriented and able to follow established procedures
• Able to handle confidential financial and personal information appropriately
• Comfortable learning new technology and financial-services systems
• Able to prioritize multiple tasks and follow through without constant supervision
• Interested in developing a long-term career with our firm

Previous experience in banking, investments, insurance, accounting, financial services, or a professional office environment is a plus.

FINRA SIE Exam preferred but not required

For an individual interested in pursuing a Financial Advisor career, willingness to obtain appropriate securities and/or insurance licenses may be required.

What We're Looking For

This position is particularly well suited for someone who enjoys building relationships and helping people while also being comfortable with the detailed administrative work required in a financial practice.

We value integrity, accuracy, initiative, professionalism, and excellent client service. Because we are a small financial firm, every team member plays an important role in the client experience.

• We are interested in finding the right long-term addition to our team, and the position can evolve based on the individual's strengths, experience, licensing, and career goals.

How to Apply

Please submit a resume along with a brief introduction describing your experience and why you are interested in working in the financial services industry to Sign in to view email

Qualified candidates will be contacted to schedule an interview.