Hybrid Services Coordinator- up to 60k!
Beacon Hill Staffing Group, LLC

Fort Washington, Pennsylvania
$60,000.00 per year


Are you a detail-oriented individual with a knack for organization and a desire to kickstart your career in the financial services industry? Our client, a prominent financial services organization in Ft. Washington, is looking for a Portfolio Coordinator to join their team. In this role, you'll be the vital link between policy owners and life insurance companies, ensuring seamless communication and accurate implementation of changes post-policy sale.

About You:

  • Bachelor's degree required.
  • 1+ year of administrative support or office coordination experience (including internships).
  • Exceptional attention to detail and strong organizational skills.
  • Effective communication and collaboration abilities.
  • Proven ability to learn quickly and adapt in a dynamic environment.
  • Proficiency in Microsoft Word and Outlook; basic knowledge of Excel.
The Job:
  • Serve as a liaison between clients and vendors, ensuring accurate implementation of changes and contract accuracy.
  • Analyze sales processes and identify opportunities for optimization.
  • Collaborate with the team to solve problems creatively on a client-to-client basis.
  • Collect and record intricate financial and policy-based data.
This direct hire role offers a unique opportunity to delve into the complexities of the financial services industry and propel your career forward. You'll work on a hybrid schedule of four days in the office and one day from home. If you're ready to leverage your communication and organizational skills in a dynamic environment, please apply with a MS Word version of your resume today to be considered!

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.beaconhillstaffing.com .

We look forward to working with you.

Beacon Hill. Employing the Future (TM)



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