Administrative Assistant

Allegheny Financial Group is a boutique financial advisory firm providing comprehensive financial planning and investment management services to households and businesses that want the highest level of attention. Founded in 1976, the firm is an SEC-registered investment advisor. We offer a comprehensive benefits package that includes paid time off, tuition reimbursement, and a generous 401k plan.

Job Summary

Assist with the daily administrative operations of a busy financial planning practice, including but not limited to client correspondence and servicing, record keeping maintenance, and managing compliance requirements.

Responsibilities

Answer incoming phone calls

Maintain CRM database

Coordinate the scheduling of client meetings

Manage client reports and meeting materials

Compose and prepare outgoing correspondence

Manage practice marketing materials and supplies (brochures, business cards, etc.)

Handle standard compliance requests (ex. monthly statement downloads)

Prioritize and respond to client account service requests

Complete and follow up on account applications, transfer forms, etc.

Navigate within account systems to execute and monitor transactions and services

Act as a liaison between clients, advisors and mutual fund companies

Perform and organize data entry using Microsoft applications

Maintain and organize hard copy and electronic filing systems

Provide support to receptionist as necessary

Requirements

Profcient in MS Word and Excel

Client focused

Superior customer service skills

Minimum two to five years administrative experience working in an office environment

Associate’s degree helpful, but not required

Industry background preferred, but not required.