Client/Administrative Services Assistant

Pittsburgh (Greentree) area wealth management company in need of experienced Client Services Associate. Selected candidate will be involved with all areas related to client marketing and communications.

Duties to include:

Scheduling meetings and directing people to firm’s online calendar to schedule
Handle social media posting, website updates, event marketing and coordination, newsletters
Assist with client meeting prep and running of reports

Requirements:

· Professional verbal and written communication skills

· Proficient software skills

· Be comfortable speaking on phone with clients

· Working knowledge of virtual meeting setup and process

· Experience with Constant Contact or other marketing systems a plus