Administrative Assistant

W3Global; Moon (VA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health, Dental & Vision Insurance

401(k) Profit Sharing Plan

Flexible Schedule

Paid time off

Professional development assistance

Retirement plan

Vision insurance

Job summary

W3Global, a Pittsburgh-area financial services practice, seeks an organized assistant to deliver exceptional customer service to clients and prospects. The role is in Moon Township, PA, with a friendly, professional environment.

You will support advisors with documentation, reports, and marketing tasks while handling CRM updates and client meetings. The ideal candidate has 3+ years of admin experience (financial services preferred), strong MS Office skills, and the ability to manage multiple

Qualifications

• 3 years of administrative experience (2 years in financial services)
• Ability to manage multiple projects and meet deadlines
• Proficient with Microsoft Word, Excel, and Outlook
• Ability to analyze and research client account information
• Operate standard office equipment and software to produce correspondence, reports, spreadsheets, and databases
• Securities license and/or PA Insurance license are a plus but not required

Responsibilities

• Interact daily on the phone and in-person with prospective and existing clients
• Process and follow up on client documentation for proper maintenance of accounts
• Prepare letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients
• Assist Financial Advisors with marketing efforts
• Generate reports, such as position statements, for client meetings
• Handle customer service and client needs
• Update client relationship management (CRM) software
• File and upload documents for compliance and internal records
• Anticipate advisor needs and handle them proactively
• Scheduling of client meetings

Skills

Administrative experience

Microsoft Office

CRM software

Multitasking

Client service

Attention to detail

Education

High school diploma

Bachelor's degree preferred

Tools

CRM software

Standard office equipment

Job description

Financial services firm seeks organized, detail-oriented assistant with computer skills to provide exceptional customer service.

Who We Are

We are a service-oriented financial services practice providing an array of services, including investment management, financial planning, insurance, and retirement planning services. Our office is located in Moon Township and provides a comfortable, professional work environment. Our office culture is friendly and relaxed without sacrificing the quality of our results. As an independent financial advisory practice, we value independence and maintain the highest professional standards.

Responsibilities

• Interact daily on the phone and in-person with prospective and existing clients
• Process and follow up on client documentation for proper maintenance of accounts
• Prepare letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients
• Assist Financial Advisors with marketing efforts.
• Generate reports, such as position statements, for client meetings
• Handle customer service and client needs
• Update client relationship management (CRM) software
• File and upload documents for compliance and internal records
• Anticipate advisor needs and handle them proactively
• Scheduling of client meetings

Qualifications

• 3 years of administrative experience (2 years of financial services industry experience required)
• Must be able to handle multiple projects simultaneously and operate successfully under deadlines
• Must be proficient with Microsoft Office (e.g., Word, Excel, Outlook)
• Ability to analyze and research client account information
• Operation of standard office equipment and required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
• Securities license and/or PA Insurance license are a plus but not required

Benefits

• Health, Dental & Vision Insurance
• 401(k) Profit Sharing Plan
• Flexible Schedule
• Required education
• High school or equivalent
• College Degree Preferred, But Not Required
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance
• Work Location: In person

Job Types

Full-time, Part-time