Location: Wexford,PA, USA
Due 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 Group
Established 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.
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