• Financial Service Specialist

    Kalejta Financial Management
    Job Description
    Position:  Financial Service Specialist for Kalejta Financial Services – Full or Part Time
    Location:  Sanatoga, PA
    Qualifications:
    • 1-3 years professional experience in financial services or related field
    • Strong verbal and written communication skills
    • High attention to detail
    • Computer skills  (Microsoft Office and CRM Systems)
    • Problem solving skills
    • Ability to prioritize & multi task
    • FINRA Series 6 or 7 and 66 licensed preferred
     
    Responsibilities include but are not limited to:
    • New business processing
    • Pending business follow up
    • Updating client information and tasks in CRM database
    • Check processing for deposit
    • Assisting clients with questions about completing forms and online access
    • Sending summary of appointment notes to clients
    • Preparing reports for client meetings with financial advisors
    • Develop and maintain a knowledgebase of products and services
    • Maintain communication with broker-dealer and custodians
    • Support financial advisors and clients on EMoney Platform (Wealth & Dream Tracker)
    • Responsible for firm compliance with broker-dealer
     
    Office hours are Monday – Friday, 9 AM to 5 PM (with an occasional evening or Saturday for client events or appointments). Offices in Collegeville & Sanatoga, PA
    Please email your resume’ and cover letter to kalejtafinmgmt@kalejta.com
    Contact Information