Practice Operations Lead

MassMutual Pittsburgh; Upper St. Clair (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services firm in Upper St. Clair is seeking a Practice Manager to serve as the central point of cohesion for the practice. The role involves preparing insurance and investment documentation, enhancing client relationships, and providing administrative support. Candidates should demonstrate excellent organizational and time management skills, with proficiency in Microsoft Office, particularly Word, Outlook, and Excel. This position emphasizes attention to detail and the ability to prioritize tasks effectively.

Qualifications

• Experience establishing and maintaining systems for measuring activity.
• Demonstrated organizational and time management skills under pressure.
• High accuracy in typing, data entry, spelling, and proofreading.

Responsibilities

• Prepare and submit insurance and investment paperwork.
• Assist with new account openings, transfers, and transactions.
• Enhance client relationships through positive presence.

Skills

Organizational skills

Time management skills

Microsoft Office Skills

Job description

A financial services firm in Upper St. Clair is seeking a Practice Manager to serve as the central point of cohesion for the practice. The role involves preparing insurance and investment documentation, enhancing client relationships, and providing administrative support. Candidates should demonstrate excellent organizational and time management skills, with proficiency in Microsoft Office, particularly Word, Outlook, and Excel. This position emphasizes attention to detail and the ability to prioritize tasks effectively.