About Us:

Our client prides itself on being a dynamic and growing wealth management firm recognized as Pittsburgh Business Times Best Places to Work. We foster a collaborative team environment, where every employee's contribution is valued. Our Ensemble Practice Model underpins a culture built on shared responsibility, collective success, and the nurturing of enduring client relationships.

Our client offers mentorship, support, and development opportunities for all employees, along with a best-in-class benefits package. Join a workplace that believes in empowerment and encourages innovation, and excellence, where team members are motivated to thrive professionally and personally.

About the Role:

The Operations Associate is more than just a front desk position; it is an integral part of our client-first approach and the broader operations of our team. As a key player in our shared stewardship of client relationships, this person will provide administrative support to both our team and our clients, ensuring smooth day-to-day operations. A day in the life of the Receptionist may include:

• Warmly greeting visitors, creating an engaging and welcoming atmosphere while clients await their appointments.
• Answering all incoming calls and directing them to the appropriate team member efficiently and professionally.
• Engaging with clients to identify and celebrate Raving Fan moments, a cornerstone of our client satisfaction approach.
• Coordinating in-person meetings, managing visitor logs, and communicating with building security.
• Managing appointment scheduling for client meetings, ensuring seamless coordination between clients and team members, and optimizing the daily workflow of the office.
• Assisting with event planning, office inventory management, and other projects as needed.
• Supporting client requests such as client portal access and address updates.
• Collaborating across departments to ensure compliance efforts are smoothly managed by submitting reports and documentation for approval.
• Participating in team meetings and continuous learning opportunities to stay aligned with firm goals and best practices.

About You:

If you are a self-starter who strives for excellence, are passionate about helping people achieve their goals, and thrive in a fun and team-oriented environment, consider a career a career here.

The ideal candidate will have:

• A Bachelor's degree (preferred).
• Has 2 years of administrative experience in a fast-paced, client-focused environment.
• Possesses excellent written and verbal communication skills.
• Is highly organized, with keen attention to detail and the ability to juggle multiple priorities.
• Demonstrates strong computer skills, including proficiency in Microsoft Office.
• Values collaboration and is eager to contribute to a dynamic and inclusive culture.

Compensation and Benefits:

We offer a competitive salary, ranging from $45,000 to $50,000 per year based on experience. Our benefits package includes:

• Generous vacation and time off policy
• Paid holidays
• 401k with matching
• Healthcare Insurance, with 100% of premium paid by employer
• Vision/Dental Insurance, with 100% of premium paid by employer