Top 43 financial advisor assistant Jobs in pennsylvania

Director of Internal Controls
Bergeys Inc —Souderton, PA
- CPA
- Office
- Finance
- Profit sharing
- Paid training
Quick Apply
Health Policy Firm - Practice Associate
DeBrunner & Associates —Harrisburg, PA
- $1 - $2 an hour
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
Confluence Financial Partners —Canonsburg, PA
- From $55,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
Executive Administrative Assistant
Calle Financial Network —Newtown, PA
- $20 - $25 an hour
- Part-time
- Mid-level
- Office
- US work authorization
- Retirement plan
Quick Apply
Registered Advisor Assistant
Landis Financial Advisors, Inc. —Lancaster, PA
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health savings account
- Paid holidays
Quick Apply
8d
Administrative Assistant
Stone Securities, Inc. —Clarks Green, PA
- $40,000 - $50,000 a year
- Full-time
- Office
- Administrative experience
- High school diploma or GED
- Flexible schedule
Quick Apply
Support Assistant
Owens & Minor Distribution Inc. —Harrisburg, PA
- $175,000 - $285,000 a year
- Full-time
- Bachelor's degree
- Organizational skills
- Business Administration
- Health savings account
- Disability insurance
Quick Apply
5d
Brokerage Registered Client Service Associate - Jenkintown, PA
Truist Bank —Jenkintown, PA
- Full-time
- English
- Research
- Mid-level
- AD&D insurance
- Paid holidays
Client Services & Insurance Coordinator - State College, PA
Advisor Talent Solutions —State College, PA
- Evenings as needed
- Hybrid work
- Google Workspace
- Writing skills
- Basic math
- Paid holidays
- Paid time off
Quick Apply
Brokerage Registered Client Service Associate - Allentown, PA
Truist Bank —Allentown, PA
- Full-time
- English
- Research
- Mid-level
- AD&D insurance
- Paid holidays
Financial Advisor
S&T Bank —Harrisburg, PA
- $55,000 - $156,450 a year
- Full-time
- Hybrid work
- Management
- 5 years
- Office
- Referral program
Client Specialist
Robert W. Baird —Wexford, PA
- Microsoft Excel
- Mid-level
- Office
14d
Administrative Assistant – Financial Advisory Practice
Ameriprise Financial —Exton, PA
- Full-time
- Computer literacy
- Office
- Administrative experience
Manager (Life Science) - Business Process Outsourcing
CITRIN COOPERMAN ADVISORS LLC —Philadelphia, PA
- $90,000 - $200,000 a year
- Full-time
- Remote
- Management
- CPA
- Office
13d
Personal Assistant to Partner
Smoker & Company LLC —Leola, PA
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Executive Assistant
Thomas Financial Advisory Group —Pittsburgh, PA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid time off
- 401(k) matching
Quick Apply
CSI Investment Assistant II - Philadelphia, PA area
Citizens Financial Group —West Conshohocken, PA
- $27 - $33 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Client Services Associate
Team Builder Recruiting —Gap, PA
- $53,000 - $63,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Paid holidays
Quick Apply
Brokerage Registered Client Service Associate - Pittsburgh, PA
Truist Bank —Pittsburgh, PA
- Full-time
- English
- Research
- Mid-level
- AD&D insurance
- Paid holidays
Financial Advisor Assistant
Dollar Bank —Pittsburgh, PA
- Computer literacy
- Mid-level
- Office

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Director of Internal Controls

Bergeys Inc -
Souderton, PA

Quick Apply

Job Details

Benefits

Profit sharing
Paid training
Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Employee discount
Opportunities for advancement
Life insurance
Referral program

Qualifications

Internal controls
Bachelor's degree
Accounting and finance experience
IT controls auditing
Audit support

Full Job Description

Bergey’s Inc. is a family-owned business that has been servicing our customers’ needs since 1924. Currently our company has over 50 locations and more than 1,800 team members. Today our family of automobile, truck and tire companies stretch throughout Pennsylvania, Delaware, Maryland, & New Jersey. Visit us at www.bergeys.com (http://www.bergeys.com/) to learn more about our company.

We strive to provide an environment for our associates and customers that is welcoming, transparent, and forward thinking. Our employees are our greatest asset. We promote and develop individual strengths, as well as grow our employees personally and professionally. Together we can make a difference.

Benefits:

We offer a generous benefit package including:

Vacation and PTO time
Paid Holidays
401k with profit sharing
Medical, Dental and Vision insurance.
Employee Assistant Program
FSA and HSA Plans
Life Insurance
Opportunities for Advancement
Paid Training
Employee Referral Program
Employee Discount

Location: Bergey’s Corporate - Souderton, PA

Summary: The Director of Internal Controls is responsible for designing, implementing, and continuously improving the company’s internal control environment to ensure financial integrity, regulatory compliance, and operational effectiveness. This role partners closely with Finance, IT, Legal, HR, and operating leaders to identify risk, strengthen controls, support audits, and promote a culture of accountability across an organization of approximately 2,000 employees.

The position balances strong technical expertise with practical business judgment, ensuring controls are effective, scalable, and aligned with operational realities.

Key Responsibilities

Internal Control Framework & Governance:

Own and maintain the company’s internal control framework, including entity-level, process-level, and IT-dependent controls
Design, document, and periodically update control policies, procedures, and narratives across finance, operations, and supporting functions
Ensure control design is right-sized, pragmatic, and adaptable to business growth

Risk Assessment & Control Design:

Lead enterprise-wide risk assessments covering financial, operational, IT, and compliance risks
Identify control gaps and develop remediation plans in partnership with process owners
Evaluate risks related to new systems, business initiatives, acquisitions, integrations, and organizational change

Audit & Compliance Support:

Serve as a supportive contact for external auditors and other third-party reviewers on internal-control-related matters
Coordinate walkthroughs, documentation requests, control testing, and management responses
Track findings, deficiencies, and remediation progress to resolution
Support internal governance, lender requirements, regulatory examinations, or contractual audit requests as applicable

Support M&A integration by assessing inherited risks, stabilizing Day 1 controls, and harmonizing policies, process narratives, and system controls post-close.

Control Monitoring & Continuous Improvement:

Oversee ongoing control monitoring activities, including management self-assessments and targeted testing
Develop reporting and dashboards for the CFO and senior leadership
Lead efforts to simplify, standardize, and automate controls to reduce manual effort and control fatigue

Leverage data analytics to identify trends, anomalies, and control exceptions; build continuous monitoring dashboards with meaningful leading indicators.

IT & Automated Controls:

Partner with IT to assess system-based and automated controls that impact financial reporting and key operational data
Evaluate access management, change management, data integrity, and system interfaces
Promote control-by-design in ERP and enterprise platform enhancements

Leadership & Cross-Functional Partnership:

Act as a trusted advisor to business leaders on risk management and governance matters
Train and educate control owners on control responsibilities, documentation standards, and audit readiness

Demonstrated change management skills, able to influence leaders, drive adoption, and implement controls in ways that respect operational realities and culture.

Foster a culture of ownership, accountability, and continuous improvement

Key Competencies:

Sound professional judgment and risk awareness
Ability to balance control rigor with business efficiency
Clear, executive-level communication skills
Strong analytical and organizational capabilities
Collaborative, influential, and solutions-oriented

Measures of Success:

Well-documented, consistently applied internal control framework
Reduced audit findings and smoother review cycles
Strong control owner accountability and engagement
Effective remediation of identified risks
High confidence from CFO and senior leadership in the control environment

Qualifications

Required:

Bachelor’s degree in Accounting, Finance, Business Administration, or related discipline
10+ years of progressive experience in internal controls, audit, accounting, or risk management
Strong knowledge of internal control principles and risk-based control design
Experience supporting external audits or third-party reviews
Ability to operate effectively in a multi-location, operationally complex organization

Successful completion of background checks and drug testing

Preferred:

CPA, CIA, CISA, or comparable professional certification
ERP and enterprise systems experience (e.g., PBS, Excede, or similar automotive, commercial trucking software)
Experience in a private, PE-backed, or family-owned company environment
Demonstrated experience partnering with IT and operations on control automation

Bergey's is an Equal Opportunity Employer

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

financial advisor assistant jobs in pennsylvania

Director of Internal Controls

Health Policy Firm - Practice Associate

Client Service Associate

Executive Administrative Assistant

Registered Advisor Assistant

Administrative Assistant

Support Assistant

Brokerage Registered Client Service Associate - Jenkintown, PA

Client Services & Insurance Coordinator - State College, PA

Brokerage Registered Client Service Associate - Allentown, PA

Financial Advisor

Client Specialist

Administrative Assistant – Financial Advisory Practice

Manager (Life Science) - Business Process Outsourcing

Personal Assistant to Partner

Executive Assistant

CSI Investment Assistant II - Philadelphia, PA area

Client Services Associate

Brokerage Registered Client Service Associate - Pittsburgh, PA

Financial Advisor Assistant

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Key Responsibilities

Internal Control Framework & Governance:

Risk Assessment & Control Design:

Audit & Compliance Support:

Control Monitoring & Continuous Improvement:

IT & Automated Controls:

Leadership & Cross-Functional Partnership:

Key Competencies:

Measures of Success:

Qualifications

Required:

Preferred:

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