Financial Planning Support Specialist
3 days ago
At Allegheny Financial Group, we are seeking a detail-oriented and motivated Client Service Associate to support daily administrative operations of our personal financial planning practice. This role will enjoy a hybrid schedule with the opportunity to work both in-office and remotely.
Key Responsibilities:- Provide exceptional customer service to clients via phone, email, written correspondence, and in-person interactions.
- Schedule appointments for advisors using online tools such as Zoom and Calendly.
- Research and respond to client correspondence issues in a timely manner.
- Process investment checks, mail, and related documents received from clients.
- Prepare and process account applications, transfer of asset forms, transaction authorizations, trade tickets, and other client service paperwork as needed.
- Navigate within National Financial Services (NFS) and Fidelity brokerage account system (Wealthscape) to execute and monitor transactions within investment accounts.
- Act as a liaison among clients and NFS/Broker Dealer/Fidelity/mutual fund companies, resolving any transactional discrepancies that may have occurred.
We offer a comprehensive benefits package, including medical, dental, vision, core and buy-up life insurance, short and long-term disability coverage, and company-funded flexible spending accounts. Our generous paid time off program and best-in-class 401K plan make us an attractive employer in the Pittsburgh area.
The estimated annual salary for this position is around $55,000-$65,000, depending on experience and qualifications.
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Senior Financial Planning Specialist
3 days ago
Pittsburgh, Pennsylvania, United States NEP Group Inc. Full timeJob Title: Senior Financial Planning SpecialistEstimated Salary: $120,000 - $180,000 per yearJob Description:We are seeking a highly skilled Senior Financial Planning Specialist to join our team at NEP Group Inc. As a key member of the commercial finance department, you will be responsible for leading the financial planning and analysis process for a set of...
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Financial Planning Associate
3 days ago
Pittsburgh, Pennsylvania, United States Allegheny Financial Group Full timeJob OverviewA Financial Paraplanner is required to collaborate with a team of financial planners and advisors at Allegheny Financial Group. This role involves supporting the planning team in compiling comprehensive financial reports, analyzing data metrics, and maintaining client connections within financial planning software.The ideal candidate will have a...
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Financial Planning Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States W3Global Inc. Full timeWe are seeking a highly skilled Financial Planning Specialist to join our team at W3Global Inc. in Pittsburgh, PA.Estimated Salary: $55,000 - $75,000 per year (dependent on experience)The ideal candidate will have 5+ years of experience in tax preparation and financial planning, with strong analytical skills and excellent communication abilities.Job...
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Financial Operations Specialist
7 days ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeCreative Financial Staffing is a dynamic manufacturer in Pittsburgh that values precision, efficiency, and innovation in a fast-paced environment.We are seeking a skilled Financial Operations Specialist to manage accounts payable and receivable functions, ensuring accuracy and timeliness.The successful candidate will also reconcile bank accounts and maintain...
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Financial Services Specialist
1 week ago
Pittsburgh, Pennsylvania, United States Washington Financial Bank Full timeAre you looking for a challenging and rewarding career in finance? We are seeking a skilled Financial Services Specialist to join our team at Washington Financial Bank.As a Financial Services Specialist, you will be responsible for providing exceptional customer service, processing transactions, and maintaining accurate records. To succeed in this role, you...
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Financial Operations Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeJob SummaryThe Creative Financial Staffing company is seeking a skilled Financial Operations Specialist to join their team. This role involves providing financial support to the organization, ensuring accurate accounting and compliance with GAAP.About the RoleThe Financial Operations Specialist will be responsible for overseeing fixed assets, royalty...
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Funeral Planning and Sales Specialist
6 days ago
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Advanced Pre-Planning Specialist
4 days ago
Pittsburgh, Pennsylvania, United States Financial Services Company Full timeJob SummaryWe are seeking a highly motivated and compassionate Advanced Pre-Planning Specialist to join our team at Jefferson Memorial. As an essential member of our service team, you will play a key role in providing invaluable peace of mind to families by guiding them through the process of advanced cemetery and funeral planning.Estimated Salary: $60,000 -...
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Financial Operations Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeAt Creative Financial Staffing, we are seeking a highly skilled Financial Operations Specialist to join our team. This role is an excellent opportunity for individuals with experience in union or construction payroll to take their career to the next level.About the RoleThe Financial Operations Specialist will be responsible for processing a high-volume,...
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Financial Process Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeFinancial Process SpecialistWe are seeking a skilled Accounting Administrator to join our team in Pittsburgh. As an experienced accounting professional, you will play a vital role in maintaining smooth financial and operational processes.You will be responsible for entering billing data and preparing supporting documents for timely distribution.Conducting...
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Financial Operations Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeAbout Our Client:Our client in Moon Township, PA is a private equity backed company with consistent 20% year-over-year growth. They offer a flexible hybrid work model after training and provide direct exposure and collaboration with CFO and Controller.Overview of the Financial Operations Specialist Role:The Financial Operations Specialist will play a...
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Tax Accountant and Financial Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeJob SummaryTax Accountant and Financial Specialist will prepare corporate, S-corporate, partnership, nonprofit, and individual income tax filings. Gather client information for tax filings, planning, and risk assessments. Apply entry-level knowledge of Tax and GAAP regulations, including income recognition and expense deductibility. Create income tax...
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Financial Operations Specialist
4 weeks ago
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Financial Planning Director
6 days ago
Pittsburgh, Pennsylvania, United States InsideHigherEd Full timeAbout the RoleCarnegie Mellon University's Division of Student Affairs is seeking an exceptional Senior Director of Financial Planning and Analysis to join its Business and Financial Operations area within the Finance Department. As a senior member of the Student Affairs leadership team, this role will play a critical part in supporting the overall mission...
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Financial Accountant Specialist
4 days ago
Pittsburgh, Pennsylvania, United States EHS Support Full timeEHS Support is a leading specialty environmental consulting firm seeking a highly motivated and detail-oriented Financial Accountant to join our dynamic team.About the RoleThis position offers an excellent opportunity for a skilled professional to work with individuals across multiple services areas and countries, overseeing transactional accounting...
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IT Support Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States BNY Full timeWe are seeking a skilled IT Support Specialist to join our team in Pittsburgh or Lake Mary, Florida. As a key member of our Middle Office Platform and Applications support team, you will be responsible for managing the overall availability, reliability, and defect prevention of our systems.Job DescriptionIn this role, you will respond to, diagnose, and...
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Senior Financial Analyst
4 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team as an Accounting Specialist. This is a fantastic opportunity for an experienced professional to utilize their expertise in accounting and financial analysis to drive business growth.Responsibilities:Monitor departmental payroll submissions for accuracy, timeliness, and...
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Financial Risk Management Specialist
3 days ago
Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full timeJob Description:We are seeking a highly skilled Financial Risk Management Specialist to join our team at PNC Financial Services Group. The successful candidate will have a deep understanding of financial markets, risk management strategies, and credit analysis.The primary responsibilities of this role include:Reviewing and analyzing credit risk reports to...
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Debt Resolution Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeCompany OverviewCreative Financial Staffing, a leading staffing agency, is seeking an experienced Debt Resolution Specialist to join our team in Pittsburgh. Our client values efficiency, customer satisfaction, and teamwork.Salary Range: $40,000-$60,000 per annum, depending on qualifications and experience.Job DescriptionWe are looking for a skilled...
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Treasury Operations Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States Raymond James Financial Incorporated Full timeJob OverviewTreasury Management Operations Specialist is a dynamic role at TriState Capital Bank, an independent chartered bank subsidiary of Raymond James Financial Incorporated. Headquartered in Pittsburgh, PA, our bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and...