Wealth Management Admin & Operations Coordinator

Staffmark Group; Canonsburg (Washington County); On-site; USD 60,614,400 - 71,635,200; Full time

Benefits offered by this job

Competitive Weekly Pay

Comprehensive Benefits

Life and Disability Insurance

Optional 401(k) Plan

Supportive Professional Environment

Job summary

Staffmark Group is hiring an Administrative Operations Coordinator - Wealth Management in Canonsburg, PA. The role focuses on providing administrative support to advisor teams, managing confidential documents, and maintaining accurate records in a professional office setting.

This position requires a high school diploma or GED, with an Associate degree or higher preferred. Experience in handling sensitive information and proficiency with MS Office Suite are highly valued.

Qualifications

• High school diploma or GED is required.
• Associate degree or higher preferred in business admin, finance, accounting, or related field.

Responsibilities

• Provide administrative and operational support to advisor teams in a fast-paced wealth management environment.
• Prepare, review, edit, and format confidential client correspondence and business documents.
• Manage document workflows including scanning, indexing, e-filing, archiving, and record maintenance across systems.
• Assist with travel expense reports, billing allocation reports, and administrative reconciliations.
• Process time-sensitive quarterly client tax payments with accuracy and deadlines.

Skills

Organizational skills

Attention to detail

Communication and teamwork

Proactive and reliable

Education

High school diploma or GED

Associate degree or higher in business/finance/ACCOUNTING or related field

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Staffmark Group is hiring an Administrative Operations Coordinator - Wealth Management in Canonsburg, PA. The role focuses on providing administrative support to advisor teams, managing confidential documents, and maintaining accurate records in a professional office setting.

This position requires a high school diploma or GED, with an Associate degree or higher preferred. Experience in handling sensitive information and proficiency with MS Office Suite are highly valued.