Job Details

Location:

Pittsburgh, PA 15219 (Onsite)

Salary Range:

Competitive and commensurate with experience

Introduction

We are seeking a diligent and detail-oriented individual to join our team in the banking sector, specifically within wealth management. This is a 6-month contract-to-hire role offering flexible working hours from 8 am to 5 pm EST, Monday through Friday.

Required Skills & Qualifications

• Applicants must be able to work directly on W2
• 2-4 years of experience with One Note
• 2-4 years of experience with Adobe
• 2-4 years of experience with Teams
• 2-4 years of experience with MS Office Suite

• Background in banking, particularly in wealth management
• Experience as an executive assistant

• Collaborate with analysts to complete daily tasks for closing accounts, which includes paying invoices, managing distributions, and preparing letter packets
• Process incoming and outgoing mail, including scanning and handling forms
• Retrieve information from the service request queue based on task rotation
• Participate in biweekly meetings and daily virtual or in-office training sessions

• Inclusive and diverse work environment
• Opportunities for professional development and growth
• Supportive team culture that values collaboration and innovation