Administrative Assistant (Financial Co.)

Downtown Pittsburgh financial services company is seeking a professional and detail-oriented Administrative Assistant to provide administrative and client support. The ideal candidate is highly organized, customer-focused, and able to manage multiple priorities in a fast-paced office.

Duties to include:

• Answer and direct incoming telephone calls professionally.
• Welcome clients and visitors, providing exceptional customer service.
• Schedule appointments and maintain advisor calendars.
• Prepare correspondence, reports, presentations, and client documents.
• Maintain and update client files while ensuring confidentiality.
• Assist with new account paperwork and administrative processing.
• Coordinate mailings, document scanning, filing, and records management.
• Monitor office supplies and coordinate vendor orders.
• Assist with data entry and CRM/database maintenance.
• Support financial advisors with day-to-day administrative tasks.
• Process incoming payments
• Follow up with clients regarding appointments, documentation, and service requests.
• Perform other general office duties as assigned.

Requirements:

• 5+ years of administrative or executive support experience preferred.
• Previous experience in a financial and/or insurance services environment is preferred.
• Excellent verbal and written communication skills.
• Strong organizational skills with exceptional attention to detail.
• Proficiency with Microsoft Office (Word, Excel, Outlook); experience with CRM software is beneficial.
• Experience with SharePoint software is a plus
• Ability to maintain confidentiality and exercise sound judgment.
• Friendly, professional demeanor with outstanding customer service skills.