This individual would be working with our Investment Advisory group in our Downtown Pittsburgh office as an Administrative Assistant. They would be responsible for processing I/A Welcome Kits to new clients or clients adding additional accounts, processing mail twice a day and assist with mail runs between buildings when needed. The Administrative Assistant will assist with scheduling conference rooms, contacting Advisors prior to meetings to see if they need anything set up, answer phone lines, order kitchen and business supplies for floor and assist IT with computer/printer supplies and be the point of contact for all maintenance requests. They will also process termination letters for clients leaving the advisory program, process and mail special client bills, assist with proofing client monthly/quarterly reports when requested, bind presentation when requested, assist President with any client paperwork/tasks and any other special projects as requested.

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.