Administrative Support Specialist

2 weeks ago


Wexford, Pennsylvania, United States Cetera Financial Group Full time
About the Role

We are seeking an experienced Administrative Assistant to join our team at Costanzo Financial Group. As a key member of our office team, you will provide administrative support to our financial advisors and operations team, ensuring the smooth day-to-day operations of our office.

Key Responsibilities
  • Provide exceptional administrative support to our financial advisors and operations team, including answering phones, scheduling appointments, and preparing conference rooms.
  • Manage internal calendars, schedule internal meetings, and review incoming mail and route to team members.
  • Prepare and mail paperwork to prospective clients, overnight incoming investment checks to financial institutions, and scan and upload documents to our digital document management system.
  • Route incoming faxes and send outgoing faxes, input and manage client data in our CRM system, and assign incoming client withdrawal requests to team members.
  • Complete data entry for compliance logs, maintain office inventory, and order office supplies for the team.
  • Provide general administrative support to our financial advisors and operations team, including performing research and providing support on data gathering and internal projects.
Requirements
  • Bachelor's Degree
  • 5+ years of experience working in an administrative/client-service focused position(s)
  • 5+ years of experience working with PCs and Microsoft Office programs
Preferred Qualifications
  • 5+ years of work experience within Financial Services, Accounting, or Law
What We Offer

We offer a competitive salary and benefits package, including inclusive health, dental, vision, and life insurance plans, easy access to mental health benefits, 20+ days of paid time off, paid holidays, 1 paid wellness day, and 1 day of paid volunteer time off. We also offer a 401(k) Savings plan with a generous company contribution, paid parental leave, Health Savings and Flexible Spending Account options, and an Employee Assistance Program.

We are an equal employment opportunity employer and are committed to providing an inclusive and diverse work environment. We welcome applications from all qualified candidates.



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