Operations Manager

Educo Advisor Group is a financial-planning and wealth-management firm with a growth minded focus in Canonsburg, Pennsylvania. The firm is looking for an Executive Assistant to manage the day to day operations, support leadership and client work flows.

Educo has one guiding philosophy: Educate. Communicate. Guide. The role of the Executive Assistant is to lead the schedule and workflows of leadership, client meeting preparation and assist with communication and brand support.

The ideal candidate for this role is someone that enjoys leading the operational functions of the firm, proactively planning and managing the systems and scheduling of leadership and clients, a client first mindset, and commitment to excellence. This position is full time and on-site within the Canonsburg office.

The firm is looking for someone with past experience as an administrative or operational role that is service driven to deliver a truly exceptional experience with our clients.

Please review the Job description below for specific roles and responsibilities and requirements.

Executive Assistant

About Educo Advisor Group

Educo Advisor Group is a growth-oriented financial-planning and wealth-management firm built on one guiding philosophy: Educate. Communicate. Guide. We exist to help individuals, families, and business owners make confident financial decisions through thoughtful planning, disciplined execution, and proactive communication.

As we continue to expand our impact in the community and our client base, we are seeking a highly capable Administrative / Executive Assistant to serve as a trusted right hand to firm leadership and a key driver of operational excellence.

Position Overview

The Administrative / Executive Assistant plays a central role in keeping Educo running smoothly. This individual will provide high-level administrative support to the firm’s leadership while also managing day-to-day office operations, client service workflows, and internal coordination.

This is not a passive support role—it is a strategic operations position for someone who is organized, proactive, detail-oriented, and energized by helping a growing firm operate at a higher level.

Key Responsibilities

Executive & Leadership Support

• Manage calendars, scheduling, travel, and meeting logistics for firm leadership
• Prepare agendas, briefing materials, and follow-up action items
• Handle confidential information with discretion and professionalism
• Serve as a gatekeeper and liaison between leadership and internal/external stakeholders

Client Experience & Operations

• Coordinate client meetings (virtual and in-person), including preparation of materials
• Track client service workflows, deliverables, and follow-ups
• Assist with onboarding of new clients and ongoing account administration
• Maintain CRM, document management systems, and compliance records

Office & Business Administration

• Oversee daily office operations and vendor relationships
• Manage filing systems, data organization, and process documentation
• Support billing, basic bookkeeping, and expense tracking
• Assist with internal projects, reporting, and operational improvements

Communications & Brand Support

• Draft professional correspondence, emails, and internal communications
• Support marketing and event logistics (workshops, seminars, community initiatives)
• Help ensure consistency with Educo’s brand standards and client experience philosophy

Qualifications & Skills

Required

• 3 years of experience in an administrative, executive assistant, or operations role
• Exceptional organizational and time-management skills
• Strong written and verbal communication abilities
• High level of discretion and professionalism
• Proficiency in Microsoft Office and CRM systems
• Ability to manage multiple priorities with accuracy and attention to detail

Preferred

• Experience in financial services, professional services, or a regulated environment
• Familiarity with CRM platforms (e.g., Redtail, Salesforce, Wealthbox)
• Event coordination or client service experience
• Comfort with process improvement and documentation

Who You Are

• Proactive: You anticipate needs before they arise.
• Detail-Driven: You catch what others miss.
• Service-Minded: You care deeply about client experience and professionalism.
• Growth-Oriented: You thrive in a fast-moving, entrepreneurial environment.
• Mission-Aligned: You believe in educating, communicating, and guiding people toward better outcomes.

What We Offer

• Competitive compensation based on experience
• Opportunity to grow with a rapidly expanding advisory firm
• Meaningful work that directly impacts clients’ financial lives
• A collaborative, professional, and purpose-driven culture

How to Apply

Interested candidates should submit a resume and brief cover letter explaining why they are a strong fit for Educo Advisor Group and how they can help elevate operations and client experience.

ADDITIONAL DETAILS:

Executive Assistant – Educo Advisor Group

Position Overview: We seek an experienced Executive Assistant to provide high-level administrative and operational support to our executive team at a growing financial advisory firm. You will be instrumental in ensuring smooth day-to-day operations and enabling leadership to focus on client relationships and strategic initiatives.

Key Responsibilities: You will manage executive calendars, coordinate meetings, and prepare materials for client presentations and board discussions. You'll handle confidential correspondence, maintain filing systems, and organize travel arrangements for domestic and international trips. Your role includes screening calls and emails, serving as a liaison between executives and internal/external stakeholders. You'll also prepare meeting agendas, take minutes, and follow up on action items.

Required Qualifications: You need 3 years of executive assistant experience, ideally in a professional services or financial environment. Proficiency with Microsoft Office, calendar management software, and email systems is essential. You must demonstrate strong organizational skills, discretion with confidential information, and the ability to prioritize multiple tasks under pressure. Excellent written and verbal communication skills are critical, along with the ability to work independently and anticipate needs.

Preferred Qualifications: Experience with CRM systems or financial industry knowledge is valuable. Familiarity with scheduling tools like Calendly, Schedule Once (OnceHub) or administrative platforms would be beneficial. A bachelor's degree or equivalent professional experience is preferred.

Working Conditions: This role typically operates during standard business hours but may occasionally require flexibility to support executive needs. This role is expected to be in person, in office, in Southpointe Business Park, Canonsburg, PA.

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance

Work Location: In person

Salary : $45,000 - $50,000