Practice Operations Specialist-HYBRID
Allegheny Financial Group · Allegheny Financial Group ·
- Work mode
- Hybrid
- Category
- Operations
We're seeking a Practice Operations Specialist to join our experienced financial planning team. In this role, you'll play a critical part in supporting advisors and team members by managing documentation, coordinating workflows, preparing meeting materials, maintaining CRM data integrity, and helping ensure a seamless client service experience.
This is an excellent opportunity for an operations professional who enjoys working in a fast-paced environment and wants to build a long-term career in financial services operations. You'll be part of a highly experienced team dedicated to delivering exceptional client service through operational excellence and collaboration.
This is a dedicated operations role with no client advisory responsibilities and no expectation of transitioning into a Financial Advisor position. The position follows a hybrid schedule, with at least two days per week in our Pittsburgh office and the remainder remote.
Key responsibilities include:
Practice Operations Support:
This is an excellent opportunity for an operations professional who enjoys working in a fast-paced environment and wants to build a long-term career in financial services operations. You'll be part of a highly experienced team dedicated to delivering exceptional client service through operational excellence and collaboration.
This is a dedicated operations role with no client advisory responsibilities and no expectation of transitioning into a Financial Advisor position. The position follows a hybrid schedule, with at least two days per week in our Pittsburgh office and the remainder remote.
Key responsibilities include:
Practice Operations Support:
- Prepare client meeting materials, reports, and supporting documentation.
- Coordinate scheduling and logistics for client case meetings and implementation meetings.
- Monitor advisor calendars and ensure operational readiness for upcoming meetings.
- Prepare reports and documentation for electronic, mail, and in-person delivery.
- Prepare applications, forms, contracts, proposals, and onboarding documents.
- Review documentation for accuracy and completeness.
- Maintain and update CRM records and perform ongoing data quality reviews.
- Track onboarding activities and proposal workflows.
- Generate internal reports and respond to information requests.
- Process requests for statements, tax forms, and other financial documentation.
- Assist with workflow monitoring and operational processing activities.
- Coordinate the secure transmission of documentation with accountants, custodians, and external business partners.
- Support internal workflows related to client service requests and operational processing.
- Route documentation and requests to appropriate team members for review, processing, and follow-up.