PF114
Located in Pittsburgh, PA
Pay: $22.00-$28.00/ hr.
Job Full Description
Job Duties:
- Handle client files, excel spreadsheets, correspondences
- Receive incoming calls, handle service client requests
- Assist in preparing agendas, client portfolios, proposals, process applications for new investment and insurance accounts
- Schedule appointments and maintain advisor’s calendar
- Assist in planning and marketing client and team events.
Hours: Monday – Friday; 9am-5pm
Qualifications:
- Professional and have good administrative and office skills.
- Proficient in QuickBooks, Microsoft office Suites which will include Excel and PowerPoint
Pittsburgh (North/Downtown), PA
2634
1006 West View Park Drive
Pittsburgh, PA 15237
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