Stone House Investment Management · 1 week ago
Administrative Assistant - Financial Services
Clarks Summit, PA
Full-time
Onsite
New Grad, Entry LevelStone House Investment Management is a growing team that provides top-notch service in financial advising. They are seeking an Administrative Assistant to support advisors with client service, account management, and ensure smooth office operations.
ConsultingFinanceFinancial ServicesRetirement
Responsibilities
Welcome clients warmly—by phone and in person
Manage appointments, calls, and client communications
Enter data, process forms, and handle paperwork accurately
Support our advisors with paraplanning services, account management, documents, and client service tasks
Pitch in on seasonal projects (tax prep, RMD’s, events, etc.)
Help keep the office running like clockwork
Qualification
Required
Organized, detail-oriented, and proactive
A great communicator who enjoys working with people
Comfortable with technology and willing to learn new systems
Flexible during busy seasons (spring and fall) when extra hours may be needed
Preferred
Prior office management or admin experience preferred
Series 65 a plus, but not required
Benefits
Competitive pay + bonus opportunities
18 paid days off per year (vacation, sick, personal)
Retirement plan with 3% match
Potential for healthcare reimbursement
Opportunities for advancement in finance, insurance, and accounting
A supportive, team-first culture where your work matters
Company
Stone House Investment Management
Stone House Investment Management is an investment advisory firm.
Founded in 2006
11-50 employees
Funding
Current Stage
Early StageRecent News
Columbia West
2025-10-11
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