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Description
We are seeking an Administrative Assistant to support daily administrative operations of the personal financial planning practice of Allegheny Financial Group. If you thrive in an administrative role, show confidence, and maintain a high level of confidentiality and professionalism, this is the perfect position for you. Responsibilities include all aspects of client servicing, investment and records administration, and account problem solving.
This position is part of an experienced and knowledgeable team that prides itself on consistently exceeding client expectations. This position provides direct support to Financial Advisors who work with clients. This role will enjoy a hybrid schedule but will spend more time in the Pittsburgh, Pennsylvania office during the orientation and training period.
Essential responsibilities and duties include, but are not limited to, the following:
Requirements
You might be a great match if you have:
What AFG Offers:
Allegheny Financial Group, LTD is an SEC-registered investment advisory firm that offers clients guidance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. As a firm that pioneered financial planning in Pittsburgh, Allegheny has earned clients' trust for over 45 years with a high degree of personal attention combined with specialized knowledge, an
integrated team-based approach, and first-class market research. For more information, go to Allegheny Financial Group
Full Time
Business Services
$47k-58k (estimate)
04/14/2024
06/13/2024
alleghenyfinancial.com
PITTSBURGH, PA
100 - 200
2001
Private
BRANDON J HAYNES
$10M - $50M
Business Services
Allegheny Financial is an investment firm that provides financial planning, portfolio management, market analysis and risk management solutions
The job skills required for Administrative Assistant-HYBRID include Customer Service, Attention to Detail, Problem Solving, Confidentiality, Initiative, Life Insurance, etc. Having related job skills and expertise will give you an advantage when applying to be an Administrative Assistant-HYBRID. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Administrative Assistant-HYBRID. Select any job title you are interested in and start to search job requirements.
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