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Administrative Assistant

Heritage Wealth Advisors

Administrative Assistant

Pittsburgh, PA
Full Time
Paid
  • Responsibilities

    Job Description

    Do you want to grow your career while working in a professional, fast-paced, and friendly environment? Heritage Wealth Advisors in Pittsburgh, PA is searching for an Administrative Assistant who is also interested in providing exceptional client service to our growing list of clients in the financial services industry. This position will be responsible for the administrative support and organization of our office as well as provide support to our additional office located in Richmond, VA. This is a great opportunity for a self-starter that enjoys supporting a team and anticipating their needs, thinking outside of the box, and is technologically curious. The position is full time and offers a hybrid working arrangement.

    WHAT YOULL DO

    As our Pittsburgh office administrative assistant you will perform diverse administrative support to executive level team members in our office located just outside of downtown Pittsburgh, PA. You will be the glue that holds our team together ensuring office efficiency is maintained and our client's requests are answered in a timely manner,

    CRITICAL SKILLS AND ATTRIBUTES

    • Comfortable learning new software systems and takes initiative to implement new processes
    • General office administration - mail, stock supplies, expense report processing, meeting preparation
    • Strong communicator who enjoys talking with clients and vendors
    • Functions well with deadlines, high expectations, and an environment that's got a fast operations tempo
    • Advanced proficiency with technology, including Microsoft Office systems, SharePoint, Docusign
    • Prioritize daily tasks to be proactive in time management
    • Proficient with attention to detail
    • Accustomed to wearing many hats
    • General back up support for other positions consisting of varied tasks as needed

    REQUIREMENTS

    • Working towards or have already obtained your Associate or Bachelors degree (recent college graduates encouraged to apply!)
    • Minimum of two years relevant experience in an office setting
    • A contagious smile along with a sincere and caring attitude
    • Responsive and reliable, with exceptional follow through

    ATTRIBUTES OF HERITAGE EMPLOYEES

    INTEGRITY: Doing the right things even when no one else is looking. We conduct business with the highest standards of professional behavior and ethics. We are transparent, honest and ethical in everything we do.

    PASSION: We are passionate about what they do. We demonstrate unquestioned commitment to integrity in their personal and professional activities and respect the confidential nature of our business. We have an ardent desire to help clients achieve their personal goals.

    COLLABORATION: Teamwork is central to everything they do. They express opinions positively and constructively, focusing on solutions rather than on problems. They exhibit good listening skills and respect the opinions of others. They demonstrate a willingness to do whatever it takes, regardless of role, to meet client expectations. They share the burden with team members during heavy work periods.

    INTELLECTUAL CURIOSITY: We are naturally curious and have a fervent desire for continuous learning. We are not afraid to ask questions, and respectfully challenge answers.

    BENEFITS

    • Salary and bonus potential will be based on experience.
    • Benefits include life and disability insurance, health care, dental, and 401(k)
    • Generous Paid Time Off policy and hybrid work environment
    • Full financial support for professional accreditation, continuing education requirements and other professional and leadership development opportunities.

    Heritage Wealth Advisors is a Registered Investment Advisor (RIA). We are a fiduciary and deliver investment and consulting services to clients on a fee-only basis. We serve both regional and national clients. Our comprehensive service model integrates investment management, financial planning, tax planning and preparation, and charitable giving to help our clients reach their life goals and live their lives fully. For more information on Heritage, please visit our website at www.heritagewealth.net.