Job DescriptionDue to the growth of our organization, Costanzo Financial Group, a firm-owned, locally managed region of Cetera Financial Group, is seeking an Administrative Assistant to joining the office team. This is a unique opportunity to join an established, long-tenured, growth-oriented team, developing (or continuing the development of) your experience within the Financial Services industry. The company will be looking for candidates that will be hybrid remote and in office based out our Wexford, PA location (Pittsburgh, Western PA). What you will do:
- Answer phones in professional and courteous manner and route client service inquiries
- Schedule client appointments and meet annual review scheduling metrics
- Prepare conference room for office appointments and greet clients upon arrival
- Print and assemble presentations for office appointments
- Schedule internal meetings for team
- Manage internal calendar
- Review incoming mail and route to team
- Print and assemble outgoing mailings for team
- Prepare and mail paperwork to prospective clients
- Overnight incoming investment checks to financial institutions
- Scan and upload documents to digital document management system
- Route incoming faxes and send outgoing faxes
- Input and manage client data in CRM system
- Assign incoming client withdrawal requests to team
- Complete data entry for compliance logs
- Maintain office inventory and order office supplies for team
- Provide general administrative support to financial advisors and Operations Team
- Perform research and provide support on data gathering and internal projects
What you need to have:
- Bachelor's Degree
- 5+ years of experience working in administrative/client-service focused position(s)
- 5+ years of experience working with PCs and Microsoft Office programs
Really catch our eye with:
- 5+ years of work experience within Financial Services, Accounting or Law
Our top performers share the following traits:
- Professional, personal integrity and strong work ethic
- Communicate effectively both verbally and in writing
- Detail-oriented and organized with high attention to accuracy
- Analytical with demonstrated proficiency in working with numbers and client data
- Driven self-starter with ability to prioritize and multi-task
- Quick learner, flexible and adaptable to new technology and processes
- Collaborative and personable with team player mentality
- Reliable and responsible
- Work well independently and as part of a team
Compensation: The base annual salary range for this role is $50,000 to $60,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.About Costanzo Financial GroupEstablished more than 50 years ago, Costanzo Financial Group (CFG) is committed to providing Retirement Planning and Investment Management services to individuals and families that are dedicated to improving their financial future. We deliver exceptional financial care that combines advanced technology with personalized service to create lasting partnerships with our clients, generation after generation.#LI-HybridAbout Us
What we give you in return:Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:Cetera Financial Group® ( Cetera ) is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. Cetera Financial Group refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.