Administrative Assistant (Financial Services)

Pittsburgh investment services company in need of an Administrative Associate. The selected candidate will provide direct support to financial advisor.

Responsibilities to include:

· Complete all forms correctly and submit them within one business day

· Prepare all documentation and files needed for client meetings

· Transfer funds from various accounts as directed

· Track pending business paperwork, follow up with clients when necessary, and coordinate with appropriate companies to ensure completion

· Manage/transfer phone calls from clients to advisor

· Scan and electronically file client statements, correspondence, and agreements

· Provide backup coverage for receptionist as needed

· Support other assistants when necessary

· Enter and maintain accurate client information and task documentation in CRM system

· Make suggestions to systematize and improve office functions

· Other relevant duties as assigned

Requirements:

· Bachelor’s degree (finance, accounting or related field preferred)

· 5 years’ experience in administrative role (within financial/accounting industry a plus)

· Strong work ethic; honesty and integrity

· Superior organizational and customer service skills

· Proficient MSOffice skills; Wealthbox software experience a plus

· Excellent time management skills with the ability to meet deadlines

· Ability to work both independently and as a team player

· Strong and proactive problem-solving skills

· Ability to manage confidential information in a professional and discreet manner

NOTE: Hybrid schedule is available after suitable training period has been completed.