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Financial Services Client Support & Sales Specialist
Job in
Horsham, Montgomery County, Pennsylvania, 19044, USA
Listed on 2026-07-29
Listing for:
Lincoln Investment
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Lincoln Investment is seeking an experienced administrative assistant to support financial representatives in our Fort Washington, PA office. Onsite four days a week, you will handle client communications, paperwork, and CRM documentation to ensure smooth client service and timely processing of transactions.
The role requires a minimum of 2 years in financial services or a similar role, familiarity with mutual funds and retirement plans, and a Bachelor’s degree.
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