About us
Bala Financial Group is a long-standing financial services firm in Cherry Hill, NJ. We are a client-centered, collaborative group and our goal is to provide tailored solutions to help clients realize their dreams. For over 35 years, our independent financial services firm, has helped professionals, growing families, and retirees reach their financial milestones. Through our comprehensive investment planning and dynamic financial strategies and we strive for those dreams to be achieved.
**Overview:**
We are seeking a committed and detail-oriented candidate who will support financial professionals with projects and office tasks, who will perform administrative support for various company tasks to ensure that client onboarding and account servicing runs smoothly and efficiently. This position provides flexible office-based hours, between 20-24 hours/ week. If you are someone who wishes to work in a friendly, fast-paced financial services firm where you can make an immediate contribution, then do not miss this great opportunity!
Tasks include:
- Client servicing and account maintenance
- Preparing required documents
- Assisting in general office tasks
Helpful skills:
- Strong Phone and Computer Skills
- Additional experience in Excel, Outlook, Adobe is helpful but not required
- Adaptability
- Positive Attitude
- Commitment to Learn
Job Type: Part-time
Pay: $25.00 - $27.00 per hour
Expected hours: 20 – 24 per week
Benefits:
Schedule:
Work Location: In person