Job Description

Administrative Assistant

Position Overview

A career opportunity for a polished, detail-oriented professional who thrives in a client-first environment. You'll be the operational backbone of a nationally recognized Pittsburgh wealth management firm - supporting advisors and keeping a high-touch office running with precision.

Compensation: Based on experience + performance bonuses
Location: Pittsburgh, PA (South Hills) — In Office
Schedule: Monday–Friday, 8:30am–5:00pm

Client Overview

A multi-award-winning, SEC-registered wealth management firm that has spent over two decades building deep relationships with high-net-worth individuals and business owners across the region. Services span investment management, estate planning, business financial services, and retirement planning. A small, professional team where every person's contribution is visible and valued.

Responsibilities

• Manage advisor calendars, coordinate client meetings, and prepare meeting materials
• Support client onboarding, account paperwork, and service requests with accuracy and discretion
• Greet and assist high-net-worth clients professionally — in person, by phone, and via email
• Maintain client records within CRM and portfolio management systems
• Assist with compliance documentation, file organization, and regulatory recordkeeping

Requirements

Required:

• 2+ years of administrative experience in financial services, a law firm, CPA firm, or similar professional services environment
• Strong written and verbal communication skills with high attention to detail
• Proficiency in Microsoft Office Suite
• Discretion and integrity when handling confidential client information

Preferred:

• Experience in a wealth management or investment advisory office
• Familiarity with financial planning platforms
• Associate's or Bachelor's degree in Business, Finance, or related field

Benefits

• Health, dental, and vision insurance
• 401(k) with employer contribution
• Paid time off and observed holidays
• Stable, professional environment with a firm recognized as a Best Place to Work