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Canonsburg, Pennsylvania - USD Full Time Posted: Wednesday, 13 June 2018
Job Description

The Sluss Advisory Group, a financial planning/wealth advisory practice since 1990, has an opening for an administrative associate to assist with the administrative details of the business. This position is full-time. We are located in Southpointe business park in Canonsburg, PA.


  • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
  • Conduct outreach to maintain strong relationships with client relationships with client base and identify firm services and solutions, such as online access, which support client's needs
  • Onboard new client accounts, which includes the collection of required documentation and client information
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Prepare financial reports, spreadsheets, and other materials for client meetings
  • Perform administrative duties that support Financial Advisors in the daily business practices, including but not limited to, telephone coverage, coordination of client meetings, and file and calendar maintenance
  • Work directly with CFP advisor on special projects (ie account research, researching investment options, conference calls to learn about investment alternatives)

Desired Qualifications:

  • Effective verbal and written communication
  • Strong skills in Word, Excel, and Adobe
  • Ability work effectively independently and as part of a team
  • Exceptional customer service skills and the ability to develop a rapport with clients and related professionals of varied ages and backgrounds
  • Financial service industry experience is a strong preference
  • Bachelor's Degree (preferably in business or finance) OR Associate Degree combined with relative experience
  • Ability to follow directions, works well under pressure and maintain a fast pace in a multi-task environment
  • Strong attention to detail with a high level of accuracy, initiative and follow through
  • Strong organizational and problem-solving skills

Canonsburg, Pennsylvania, United States of America
Office and Admin
The Sluss Advisory Group
The Sluss Advisory Group
6/13/2018 10:54:42 AM

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