Position: Client Services Specialist
Location: Camp Hill, PA
Company: Tyler Quinn, Langan Financial Group
About Us: Langan Financial Group is a leading financial advisory firm dedicated to helping clients
achieve their financial goals through personalized investment strategies and comprehensive
financial planning. We are looking for a highly organized and detail-oriented Part-Time Client
Services Specialist to support our Financial Advisor in delivering exceptional service to our clients.
Job Summary: The Part-Time Administrative Assistant will play a crucial role in ensuring the
smooth operation of the financial advisory office. This position involves managing administrative
tasks, coordinating client communications, and providing general support to the Financial Advisor.
The ideal candidate is proactive, efficient, and capable of handling confidential information with
discretion.
Key Responsibilities:
- Provide administrative support to the Financial Advisor, including scheduling appointments,
managing calendars, and preparing meeting materials.
- Serve as the first point of contact for clients, addressing inquiries, and directing them to the
appropriate resources.
- Maintain and organize client files, ensuring all documentation is accurate and up-to-date.
- Assist with the preparation of financial reports, presentations, and other client-related materials.
- Coordinate client communications, including sending follow-up emails, letters, and
newsletters.
- Handling office tasks such as filing, data entry, and managing office supplies.
- Support the Financial Advisor in client onboarding and account management processes.
- Ensure compliance with regulatory requirements and company policies.
Qualifications:
- High school diploma or equivalent; Associate's or Bachelor's degree preferred.
- Previous experience in an administrative or support role, preferably in the financial services
industry.
- Strong organizational and time-management skills.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft O ice Suite (Word, Excel, PowerPoint, Outlook).
- Ability to work independently and as part of a team.
- Discretion and ability to handle sensitive information confidentially.
- Detail-oriented with a high level of accuracy.
Benefits:
- Part-time position, approximately 20 hours per week to start, with potential to grow into a
full-time role
- Pay ranges from $20-25/hr
- Professional development opportunities
- Positive and supportive work environment
How to Apply: Interested candidates should submit their resume detailing their relevant
experience and why they are interested in this part-time position to .
Equal Opportunity Employer: Tyler Quinn (Langan Financial Group) is an equal opportunity
employer and values diversity in the workplace. All qualified applicants will receive consideration
for employment without regard to race, color, religion, sex, national origin, disability, or protected
veteran status.
Join our team and help us provide exceptional financial advisory services to our valued clients.