Finance Practice Ops Coordinator - Hybrid

Allegheny Financial Group; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical insurance (2 plan options)

Dental insurance

Vision insurance

Life insurance

Disability insurance

Flexible spending accounts (FSA)

Paid time off

401K plan with planning tools

Wellness program

Free parking for onsite days

Job summary

Allegheny Financial Group is seeking a Practice Operations Specialist to support advisors and teams with documentation, workflow coordination, and meeting preparation. This dedicated operations role focuses on maintaining CRM data integrity, processing documents, and ensuring seamless client service in a fast-paced financial services environment.

The position supports a hybrid schedule, requiring at least two days per week in the Pittsburgh office and remote work the remainder of the time.

Qualifications

• Minimum of 2 years in financial services or similar operations role.
• Associate or Bachelor's degree preferred, or equivalent combination of education and experience.
• Strong attention to detail and ability to manage multiple priorities.
• Experience using CRM and document management systems.
• Strong organizational, communication, and time management skills.
• Proficiency with Microsoft Office Suite (Outlook, Excel, Word, Teams).
• Ability to maintain confidentiality and exercise sound judgment.

Responsibilities

• Prepare client meeting materials, reports, and supporting documentation.
• Coordinate scheduling and logistics for client case meetings and implementation meetings.
• Monitor advisor calendars and ensure operational readiness for upcoming meetings.
• Prepare reports and documentation for electronic, mail, and in-person delivery.
• Prepare applications, forms, contracts, proposals, and onboarding documents.
• Review documentation for accuracy and completeness.
• Maintain and update CRM records and perform ongoing data quality reviews.
• Track onboarding activities and proposal workflows.
• Generate internal reports and respond to information requests.
• Process requests for statements, tax forms, and other financial documentation.
• Assist with workflow monitoring and operational processing activities.
• Coordinate the secure transmission of documentation with accountants, custodians, and external business partners.
• Support internal workflows related to client service requests and operational processing.
• Route documentation and requests to appropriate team members for review, processing, and follow-up.

Skills

Attention to detail

Time management

Communication skills

Confidentiality

Multi-tasking

Organizational skills

Education

Bachelor's degree preferred

Tools

CRM software

Document management systems

Microsoft Office Suite

Job description

Allegheny Financial Group is seeking a Practice Operations Specialist to support advisors and teams with documentation, workflow coordination, and meeting preparation. This dedicated operations role focuses on maintaining CRM data integrity, processing documents, and ensuring seamless client service in a fast-paced financial services environment.

The position supports a hybrid schedule, requiring at least two days per week in the Pittsburgh office and remote work the remainder of the time.