Administrative Operations Coordinator - Wealth Management

Job Description:

Now hiring for an Administrative Operations Coordinator - Wealth Management

Location: Canonsburg, PA

Pay Rate: $22.00 per hour | Monday - Friday | 8 AM-5 PM

The Office MVP We've Been Waiting For

In Canonsburg, we're looking for an Administrative Operations Coordinator - Wealth Management who knows how to get things done with a smile. You'll balance tasks, support the crew, and keep everything running like clockwork. If you're dependable, detail-driven, and love a little fun at work, this one's for you.

Looking for Administrative Operations Coordinator - Wealth Management jobs in Canonsburg where organization and communication keep everything running smoothly? This opportunity lets you support daily business operations, coordinate administrative tasks, and help teams stay productive in a professional office environment.

Administrative Operations Coordinator - Wealth Management: Education Requirements

• High school diploma or GED required.
• Associate degree or higher in Business Administration, Finance, Accounting, or a related field preferred.

Administrative Operations Coordinator - Wealth Management: Experience Requirements

• 1+ years of administrative, office support, operations, or coordination experience preferred.
• Experience handling confidential or sensitive information in a professional environment.
• Experience with document management, scanning, electronic filing, and records organization.
• Experience preparing reports, expense documentation, reconciliations, or administrative tracking reports.
• Experience managing multiple priorities and meeting deadlines in a fast-paced environment.
• Prior experience supporting financial services, wealth management, banking, accounting, or professional services teams is preferred.
• Experience with Microsoft Office Suite, including Word, Excel, and Outlook.

Administrative Operations Coordinator - Wealth Management: Physical Capabilities

• Ability to sit for extended periods while working at a computer and managing administrative tasks.
• Ability to perform repetitive tasks, including document scanning, filing, and data entry.
• Ability to operate standard office equipment such as computers, scanners, printers, and related technology.
• Ability to review documents and information for accuracy and completeness.
• Ability to maintain focus and attention to detail while handling high-volume administrative work.
• Ability to communicate effectively through phone, email, and virtual collaboration tools.

Administrative Operations Coordinator - Wealth Management: Must-Have Competencies

• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Exceptional attention to detail with a commitment to accuracy and quality.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
• Ability to handle confidential information with professionalism and discretion.
• Strong communication and teamwork skills with a proactive, reliable approach.

Administrative Operations Coordinator - Wealth Management: Job Duties

• Provide administrative and operational support to multiple advisor teams in a fast-paced wealth management environment.
• Prepare, review, edit, and format confidential client correspondence and business documents.
• Manage document workflows including scanning, indexing, electronic filing, archiving, and record maintenance across multiple systems.
• Assist with preparation of travel expense reports, billing allocation reports, and administrative reconciliations.
• Process time-sensitive quarterly client tax payments while ensuring accuracy and adherence to deadlines.
• Maintain organized records and ensure documentation is complete, accurate, and easily accessible.
• Support advisors and internal teams with administrative projects and operational tasks as assigned.
• Prioritize multiple requests while maintaining accuracy and attention to detail in a deadline-driven environment.
• Follow established procedures for handling confidential and sensitive financial information.
• Collaborate with team members to improve administrative processes and support operational efficiency.

Employee Perks + Benefits

• Competitive Weekly Pay
• Comprehensive Benefits including medical, dental, and vision coverage.
• Life and Disability Insurance for added peace of mind.
• Optional 401(k) Plan to help you prepare for the future.
• Supportive Professional Environment focused on teamwork, growth, and success.

"I enjoy working on my assignment. If I have a problem, I can always count on the staff to help fix the issues I'm having or lead me in the right direction. They are very helpful and always there when needed." - Staffmark, Administrative Assistant

What You Will Do

As an Administrative Operations Coordinator - Wealth Management you will provide administrative support by coordinating schedules, maintaining records, preparing documents, answering communications, organizing files, and assisting coworkers with daily operational needs. The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while maintaining a professional and customer-focused approach.

An Administrative Operations Coordinator - Wealth Management provides essential administrative support that helps teams stay organized, responsive, and productive. This role requires strong communication skills, attention to detail, and the ability to manage information accurately while supporting daily business operations.

Success as an Administrative Operations Coordinator - Wealth Management requires the ability to balance multiple priorities, maintain professional communication, organize records, prepare documents, and help coworkers stay on schedule. The role is well suited for someone who enjoys keeping details in order and helping an office run smoothly.

Strong Administrative Operations Coordinator - Wealth Management candidates bring dependability, professionalism, discretion, and a service-focused attitude to every task. Their work supports better communication, stronger organization, and more efficient operations across the workplace.

About Us

At Staffmark, we connect hardworking people with great companies, creating opportunities that make a lasting impact.

Staffmark is an equal opportunity employer. All applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected status. Staffmark offers reasonable accommodations for qualified individuals with disabilities; contact your local branch for inquiries. Staffmark is an E-Verify employer. See our Privacy Notice for Candidates and Employees/Contractors at https://smgroupna.com/privacy-notice-for-candidates-and-employees-contractors. By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. Frequency varies and message/data rates may apply. Reply STOP to cancel or HELP for help.