This individual will be working with the Financial Planning department in Centre City Towers. This individual would be responsible for printing, logging, and completing edits on MASTERPLAN documents, monitoring plan deadlines, organizes details for department events, and various other administrative tasks for the department. This role will utilize systems such as Salesforce, Access, SharePoint, Word, Excel and internal proprietary systems. 

Qualifications: Prior administrative experience is expected; excellent communication skills; strong organizational skills; detailed with an emphasis on accuracy; excellent written skills; knowledge of our systems is a plus.

A Hefren-Tillotson Financial Advisor always puts their clients first.  The ideal candidate will believe in the power of financial planning, have high ethical standards and focus on building strong personal relationships.

The ideal candidate will have strong PC knowledge; relevant college degree or equivalent work experience, at least 5 years industry experience, and a proven track record of business development.  Candidates should appreciate the value of teamwork; be willing to leverage internal and external resources; be an excellent communicator, self-motivated and responsible.  Series 7 and 66 licenses required.

For additional information, contact Ed Lettieri, Director of Business Development, at Ed.Lettieri@hefren.com or call 412-633-1504.

A Hefren-Tillotson Financial Assistant provides support to financial advisors in a fast-paced, multi-task environment by acting as the liaison between the client and operational/administrative tasks such as:  respond to client calls; open and process new accounts; maintain and monitor account and portfolio information; research and resolve client issues and requests; organize advisors’ schedules; keep abreast of software, operational procedures, and industry regulations.

The ideal candidate will possess an associate degree or equivalent experience; 1-2 years of brokerage experience preferred; excellent analytical, communication, and organization skills; proficiency in MS Word and Excel; Series 7 and Series 66 License a definite plus.  

We are hiring Financial Assistants for our South Hills, North Hills and Pittsburgh branches.

This individual will be responsible for ensuring that clients feel welcome and comfortable by assuming the role of the Firm host/hostess; operates a multi-line telephone system; coordinates all internal and external mail; assists with general administrative tasks.

Prior Receptionist experience is preferred but not required; personal computer skills must include PC knowledge, Microsoft Office, e-mail, word processing; ability to multi-task and prioritize; excellent communication and customer service skills is expected.