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Client Service Associate

Location: Pittsburgh, PA
Department: Administrative

Established in 1976 in Pittsburgh, Pennsylvania, Allegheny Financial Group, LTD is an SEC-registered investment advisory firm that offers assistance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. The firm's broker-dealer division, Allegheny Investments, LTD, was founded in 1977, and together the firms have an excess of $4 billion in assets under advisement. For more information, go to www.alleghenyfinancial.com.

We are seeking a motivated, organized Client Service Associate to assist with the daily administrative operations of the personal financial planning practice of several Owners/Advisors of Allegheny Financial Group.  Responsibilities are focused on the contact management and reporting system.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

DESIRED SKILLS AND EXPERIENCE: