Administrative Assistant

Financial planning firm in Wayne, PA seeks experienced, full-time administrative assistant and receptionist with outstanding customer service skills and a high-degree of professionalism. Applicant must have superior computer and organizational skills and the ability to maintain confidentiality and discretion. Learn more about the firm at


  • Answer multiple phone lines
  • Greet clients and provide a pleasant and comfortable environment while they wait
  • Schedule and confirm appointments
  • Data entry
  • Sort and distribute mail
  • Electronic filing of documents
  • Order and organize all office supplies
  • Various administrative tasks and projects
  • Support financial advisors with scheduling appointments, preparing and processing paperwork, customer service work, and meeting preparation
  • Ability to acquire FINRA Series 6 & 63 licenses and PA life, health and disability license within 6 months, we will provide assistance and study materials.


  • Financial services experience preferred
  • Excellent verbal, written and interpersonal skills
  • Professional appearance and demeanor
  • Effective follow up skills and ability to meet deadlines without prompting
  • Eager to learn, willing to cooperate
  • Self-motivated and able to work independently and under direction
  • Comfortable as a team player and doing whatever is needed, big or small

Hours are 8:00AM to 4:30PM, Monday thru Friday.

Salary for this position will be competitive, and benefits include employer paid health insurance, employer HSA contribution, 401(k) with match, employer paid short and long term disability and life insurance.

Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take a Caliper assessment. A background check will also be required.