Finance Practice Ops Specialist

Allegheny Financial Group; Pittsburgh (Allegheny County); Hybrid; USD 55,000 - 82,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401K plan

Paid time off

Free parking

Job summary

Allegheny Financial Group seeks a Practice Operations Specialist to support advisors by managing documentation, coordinating workflows and preparing meeting materials. This role emphasizes CRM data integrity and a seamless client service experience in a hybrid Pittsburgh setting.

With at least 2 years in financial services operations, you will maintain CRM records, prepare onboarding documents, and coordinate partner workflows while protecting confidentiality and accuracy.

Qualifications

• 2+ years in financial services/wealth operations or similar.
• Associate or bachelor's degree preferred.
• Strong detail orientation and multitasking ability.
• Experience with CRM and document management systems.
• Proficient in Microsoft Office (Outlook/Excel/Word/Teams).
• Ability to handle confidential information with judgment.

Responsibilities

• Prepare client meeting materials, reports, and documentation.
• Coordinate scheduling and logistics for client meetings.
• Monitor advisor calendars and ensure readiness for meetings.
• Prepare reports for electronic, mail, and in-person delivery.
• Maintain CRM records and data quality reviews.
• Route and process onboarding documents and forms.
• Support workflows and share documentation with partners.

Skills

CRM systems

Documentation management

Time management

Attention to detail

Education

Associate degree

Bachelor's degree

Tools

CRM software

Microsoft Office

Office 365

Job description

Allegheny Financial Group seeks a Practice Operations Specialist to support advisors by managing documentation, coordinating workflows and preparing meeting materials. This role emphasizes CRM data integrity and a seamless client service experience in a hybrid Pittsburgh setting.

With at least 2 years in financial services operations, you will maintain CRM records, prepare onboarding documents, and coordinate partner workflows while protecting confidentiality and accuracy.