Expanding our Team

At Jones Financial Group, our mission is to guide our clients, located in the greater Harrisburg area and throughout the country, to a more fulfilling financial reality. We walk alongside our clients throughout the complexities of life and are a trusted partner in achieving their life ambitions. We take care of our team members with the same care and understanding as we take care of our clients.

To grow our level of service, we have decided to expand our team and are actively looking to bring a part-time Administrative Assistant on board. 

Our ideal candidate:

• Is organized and detail oriented.
  
• Is able to work independently, or as part of a team.
• Has excellent computer and customer service skills
• Will prioritize, and work on/complete multiple tasks, without errors, at a
  deadline.
• Is trustworthy and reliable.
• Has 2 years of professional office experience.

Essential Duties and Responsibilities:

• Work with Microsoft Office and proprietary software in supporting clients/advisors.
• Coordinate schedule for advisors. *Redtail CRM experience a plus.
• Appointment Preparation (printing reports and creating appointment schedules).
• Communicate with clients over the phone and in person.
  
• Assist clients with online access.
• Competently navigate Cloud related systems.
  
• Accurate data entry.
  

This position is Monday through Friday, 9:00AM to 1:00PM in person, at our Mechanicsburg office location.

If this sounds like a position you or someone you know would thrive in, please send resumes to contactus@thejonesfg.com