Financial Assistant Career

The IFS Group is seeking an energetic, positive team player who is excellent with organizational and time management skills to join our team in our Mechanicsburg location. This position will support our financial operations by assisting with the new client onboarding process and client service experience.

Duties/Responsibilities:

• Create and submit applications for life insurance, investments, and annuities.
  
• Manage application and underwriting process for smooth submission and client satisfaction.
• Respond to general account questions and service requests.
• Organize, scan, and file applications.
• Manage incoming and outgoing communication (phone, email, mail).
• Maintain firm's Customer Relationship Management System.

We are dedicated to exceeding our clients' expectations and helping them achieve their personal and/or professional goals. Our ideal candidate should be detail-oriented and tech-savvy with experience in data entry, filing, and scanning and available Monday through Friday, 8am - 5pm. High school diploma required, Bachelor's preferred.

We are looking for a team player who:

• Can work independently and embrace technology.
• Enjoys seeing a job completed.
• Has excellent communication skills and is eager to grow positive relationships.
• Is dedicated to quality service.
• Is willing to learn and grow with us.
• Has a high level of comfort talking with clients on a regular basis.

If you thrive on client contact, getting the job done, and are focused on the details, we want to meet you.

IFS Group offers competitive pay, an excellent benefits package including medical coverage, company retirement plan, paid time off, fun firm events, and a professional, family-oriented and collaborative office environment.

Interested, qualified candidates for this job opportunity should send a cover letter and resume to MaryAnne Reynolds at maryanne.reynolds@lpl.com.