Executive Assistant - Financial Services

DIRECT HIRE Financial Office Administrator opportunity!

We're looking for an organized, proactive and detail-oriented Administrator for a Financial Services office in Allentown, PA. This is a great opportunity for someone looking to grow in the financial services industry while providing high-level administrative and client support.

Duties

• Manage the CEO/President’s calendar, emails, meeting prep, and follow-up tasks
• Assist with financial planning materials, client data collection, and basic plan reports
• Maintain accurate client information in CRM systems
• Prepare and organize documents, meeting notes, and internal correspondence
• Support billing processes, client communications, and general office operations
• Serve as an internal SmartOffice Subject Matter Expert
• Help keep workflows, projects, and team action items on track
• Contribute to HR/culture initiatives and assist with assessments
• Provide a polished, professional experience for clients and visitors

Requirements

• Bachelor’s degree required
• Proven experience providing operational support to a professional individual or team in a fast-paced environment
• Background in Financial Services, Insurance, or related professional services required
• Proficiency in Microsoft Office; familiarity with SmartOffice CRM a plus
• Professional presence, excellent judgment, and a client-first mindset

Gage is a trusted professional recruiting firm with over 40 years of experience, connecting top talent with career opportunities in multiple sectors. With a people-first approach, Gage empowers and connects employers and candidates across multiple industries, including finance, accounting, administrative, manufacturing, skilled trades, and more. Gage specializes in direct-hire skilled and professional placements, as well as contract jobs, internships and temporary roles with local, national and global employers. Gage is an equal opportunity employer headquartered in Reading, Pennsylvania.

#TalentAcquisition #SearchSolutions #StaffingSolutions #JobOpportunities #HiringNow #Jobs #JobSearch #CareerGrowth #WorkWithUs #Recruitment #NowHiring #CareerOpportunities #WorkforceSolutions #GageTalent #GageCareers #GreaterReading #Reading #Lancaster #Philadelphia #Pennsylvania #USA #WomanOwned #GageTalentNetwork