The experienced team at Stonebridge Financial Group has been working together since 2002 but draws its origins from the early 1970s. Our close-knit staff brings the human factor back to investing through creating personal, ongoing relationships with each of our clients, ensuring a personalized investment experience. For us, relationship management is just as important as wealth management.

Our specialties range from established corporate clients to families, business owners and institutions. Clients can trust in the consistency that we offer with our team and wealth management strategies. Your financial future is our focus, and through innovative investment consultation, we help to realize and secure financial goals spanning multiple generations.

We also were honored as a Best Companies to Work for in PA award winner and ranked among the top 50 small businesses in the region in 2019, 2020, 2021, and 2022.

Role and Responsibilities

• Enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors.
• Greet clients at the front desk.
• Interact with clients through telephone, email and in-person meetings.
• Resolve client inquiries.
• Establish yourself as main contact for clients.
• Assist clients with producing account opening documents and opening client accounts.
• Update and maintain accounts. Provide ad hoc support to financial advisors
• Develop relations with present and prospective clients.
• Establish, document and maintain firm and client files to meet firm’s regulatory requirements.
• Monitor account activities.
• Provide regular customized reports and analysis to client or Financial Advisor team.
• Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Access).
• Direct incoming phone calls to appropriate team member.
• Input data into various softwares.
• Input orders within appropriate system and complete associated paperwork, if registered.
• Maintain contact management systems with up to date key client information.
• Keeping an up to date calendar including daily, weekly, and monthly activities.

Qualifications and Education Requirements *

• Willingness and ability to commute to our Capital Region Office and/or Lancaster Office
• Veterans are highly encouraged to apply
• High School Diploma or equivalent experience required; College Degree preferred. Experience in the financial industry highly preferred.
• Valid driver’s license. Able to pass a criminal background and credit check.
• Proficiency in computer-use and Microsoft office and ability to learn various software packages relating to the finance industry.
• Excellent written and verbal communications skills; strong typing and note taking skills.
• Comfort with being a "team player" and doing whatever is needed, big or small along with being able to manage and get along with diverse personalities.
• Detail oriented with high degree of accuracy.
• Effective follow-up, deadline focused.
• Impeccable ability to maintain confidentiality and integrity.
• Exemplary planning and organizational skills; efficient multi-tasker.
• Ability to work with minimal supervision. Quick learner.
• Energetic, eager to learn, excited to be part of a team-based atmosphere.

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• High school or equivalent (Preferred)

Work Location: One location

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