Overview
Finance Administrator Jobs in State College, Pennsylvania, USA at McClarren Financial Advisors
We are seeking a Finance Administrator for our fee-only firm located at our headquarters in State College, PA. We are looking for someone who desires a small firm environment; who wants to be learning and shaping the way we care for our clients. We want someone that fits into our firm’s culture who will embrace new technology while working in a fun yet professional team setting.
Overview:
The role of Finance Administrator is one that supports other team members while serving as the in-house expert on financial related client issues. Your responsibilities will focus on the following two areas: support advisors and clients, and trading. The Finance Administrator must have thorough computer skills as you will be working with Microsoft Excel spreadsheets and the use of various financial programs including but not limited to Wealthbox CRM, eMoney financial planning software, Fidelity’s Wealthscape, and Schwab’s Advisor Center.
If you don’t have experience or a background in finance, that’s okay, we can train you! Read on for more details to find out if you might be a match for us!
Title: Finance Administrator
Company: McClarren Financial Advisors
Location: State College, Pennsylvania, USA
Category: Finance & Banking (Finance Assistant, Financial Consultant, Accounting & Finance), Administrative/Clerical (Finance Assistant)
