ZipRecruiter

Log In

1

Financial Advisor Administrative Assistant Jobs in Springfield, PA

Green Arrow Financial Advisors

Be Seen First

Receptionist / Administrative Assistant

Exton, PA · On-site

$45K - $55K/yr

About the Role At Green Arrow Financial Advisors, we deliver future-focused financial solutions ... We are seeking a motivated and detail-oriented Receptionist / Administrative Assistant to support ...

Common Cents Planning

Administrative Assistant

Glen Mills, PA · On-site

$17.50 - $23.75/hr

We are seeking a highly organized and detail-oriented Administrative Assistant to support our financial advisor team and help maintain an efficient, client-focused office environment. This role ...

New

Robert Half

Administrative Assistant

Wilmington, DE · On-site

$17.50 - $23.50/hr

This highly organized Administrative Assistant will provide general administrative and accounting ... finance opportunities, please contact us at 302.985.5189 and reference JO#00800-0013495700.

Dignity Housing

Be Seen First

Administrative Assistant

Philadelphia, PA · On-site

$35K - $45K/yr

... financial reporting. The Administrative assistant is also responsible for managing and coordinating equipment, supplies, and managing inventory. OVERVIEW OF POSITION: · Answer phones, check ...

WSFS Bank

Associate Financial Advisor

Wilmington, DE · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive ... * Assist with portfolio reviews, asset allocation analysis and reviewing rebalancing ...

Engineered Hydraulics, Inc.

Be Seen First

Adminstrative Assistant

Mount Ephraim, NJ · On-site

$625 - $750/wk

Maintain organized financial and customer records * Assist with general office duties, including answering phones and handling correspondence * Support management with administrative tasks as needed ...

New

Engineered Hydraulics, Inc.

Be Seen First

Adminstrative Assistant

Mount Ephraim, NJ · On-site

$625 - $750/wk

Maintain organized financial and customer records * Assist with general office duties, including answering phones and handling correspondence * Support management with administrative tasks as needed ...

New

Hightower

Administrative Assistant - GMS Surgent

Devon, PA · On-site

$17.50 - $23.75/hr

... Advisors, a financial services company. We take pride in recruiting individuals who demonstrate ... Provide comprehensive administrative support to executives, managers, and departments at GMS ...

Fulton Bank

Financial Advisor

Cherry Hill, NJ · On-site

Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities ... Assists Sales Assistant Manager in the evaluation of their assigned sales assistant. Qualifications ...

WSFS Bank

Associate Financial Advisor

Berwyn, PA · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial ... * Assist with portfolio reviews, asset allocation analysis and reviewing rebalancing ...

Fulton Bank

Financial Advisor

Cherry Hill, NJ · On-site

Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities ... Assists Sales Assistant Manager in the evaluation of their assigned sales assistant. Education ...

hightower

Administrative Assistant - GMS Surgent

Devon, PA

$17.50 - $23.75/hr

... Advisors, a financial services company. We take pride in recruiting individuals who demonstrate ... Provide comprehensive administrative support to executives, managers, and departments at GMS ...

Fulton Bank

Financial Advisor

Cherry Hill, NJ · On-site

Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities ... Assists Sales Assistant Manager in the evaluation of their assigned sales assistant.

next page

Showing results 1-20

All JobsFinancial Advisor Administrative JobsFinancial Advisor Administrative Assistant JobsFinancial Advisor Administrative Assistant Jobs in Springfield, PA

Financial Advisor Administrative Assistant information

See Springfield, PA salary details

$10

$22

$36

How much do financial advisor administrative assistant jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for financial advisor administrative assistant in Springfield, PA is $22.02, according to ZipRecruiter salary data. Most workers in this role earn between $17.69 and $24.71 per hour, depending on experience, location, and employer.

What is a financial advisor administrative assistant?

A Financial Advisor Administrative Assistant is a professional who supports financial advisors by handling administrative tasks such as scheduling appointments, managing client communications, preparing documents, and maintaining records. They play a key role in ensuring the smooth operation of a financial advising office, allowing advisors to focus on providing financial advice to clients. Their responsibilities may also include handling paperwork for investments, keeping track of compliance requirements, and assisting with client onboarding. Strong organizational and communication skills are essential for success in this role.

What are the main responsibilities of a financial advisor administrative assistant during client meetings and follow-up?

As a Financial Advisor Administrative Assistant, you play a crucial role before, during, and after client meetings. You are typically responsible for scheduling appointments, preparing necessary documentation, and organizing client files ahead of meetings. During meetings, you may assist with note-taking or managing presentation materials. Afterward, you often handle follow-up tasks such as updating client records, preparing summary reports, and ensuring that any action items or service requests are promptly addressed. This support helps ensure meetings run smoothly and clients receive timely, professional service.

What are the key skills and qualifications needed to thrive as a financial advisor administrative assistant, and why are they important?

To thrive as a Financial Advisor Administrative Assistant, you need strong organizational abilities, attention to detail, and a background in finance or business administration, often supported by an associate's or bachelor's degree. Familiarity with financial planning software, CRM systems, and Microsoft Office Suite is typically required. Excellent communication, discretion, and time management are crucial soft skills for supporting advisors and interacting with clients. These capabilities ensure smooth office operations, accurate client record-keeping, and a positive client experience in a regulated financial environment.

What cities near Springfield, PA are hiring for Financial Advisor Administrative Assistant jobs?

Cities near Springfield, PA with the most Financial Advisor Administrative Assistant job openings:

Financial Advisor Administrative Assistant jobs near you
Infographic showing various Financial Advisor Administrative Assistant job openings in Springfield, PA as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $45,803 per year, or $22 per hour.

Receptionist / Administrative Assistant

Green Arrow Financial Advisors

Wilmington, DE • On-site

$45K - $55K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

About the Role

At Green Arrow Financial Advisors, we deliver future-focused financial solutions that transform lives. We are seeking a motivated and detail-oriented Receptionist / Administrative Assistant to support the daily operations of our practice in Exton, PA.

This role is the operational backbone of our practice. You will keep daily workflows running seamlessly, manage front desk operations, and handle essential client communications—allowing our advisors to focus on client acquisition and building lasting relationships.

Key Responsibilities

  • Elevates the Client Experience: Manage front desk operations to ensure a welcoming environment. Greet clients promptly and professionally, handle incoming calls, and conduct appointment reminder calls and follow-up check-ins. (Alternative headers: Drives the Client Experience or Delivers Exceptional Service)
  • Master the Schedule: Efficiently coordinate calendars, manage office schedules, and schedule client appointments.
  • Administrative & Practice Support: Prepare business correspondence for advisor review and signature. Copy, track, and manage client and practice materials, including new business correspondence.
  • Operations & Collaboration: Communicate and follow up with the Ameriprise home office, assist with ongoing projects, and provide general office support (filing, copying, printing, organizing) for the team.

Preferred Qualifications

  • 3+ years of experience in administrative support preferred, but not required.
  • Proficient in Microsoft Office with strong time-management and organizational abilities.
  • Strong customer service skills and adept at multitasking in a fast-paced environment.
  • Ability to adhere strictly to firm policies, procedures, and regulatory requirements.
  • Positive attitude and a genuine desire to learn, grow, and contribute to the practice.

Company Description

Green Arrow Financial Advisors is a top-rated private wealth practice of Ameriprise Financial in Exton, PA. We deliver future-focused financial solutions, combining personalized advice with secure digital tools to help clients achieve their goals and build confidence for life.