Pittsburgh, Pennsylvania, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Financial planning, Investment research, Trade execution, Salesforce, Client relationship management
Pittsburgh, Pennsylvania, United States · On-site
$14/hr
Store 2743108: 10525 Frankstown Road, Pittsburgh, Pennsylvania 15235 Shift Availability Flexible (Days, Evenings, Overnights + Weekends) Time Type Part time ESSENTIAL DUTIES: The position includes, but is not limited to,…
Skills: Customer service, Cash handling, Retail sales, Inventory management, Housekeeping
Pittsburgh, Pennsylvania, United States · On-site
$16/hr–$17/hr
Store 2743108: 10525 Frankstown Road, Pittsburgh, Pennsylvania 15235 Shift Availability Days (Weekdays + Weekend Availability Required) Time Type Full time ESSENTIAL DUTIES: The position includes, but is not limited to, …
Skills: Customer service, Cash handling, Inventory management, Merchandising, Team supervision
AAA East Central - Kentucky RegionPittsburgh, Pennsylvania, United States · On-site
Facilities Maintenance Join a Great Company with Competitive Pay and Outstanding Benefits! Are you a hands-on maintenance professional who enjoys variety in your work and takes pride in keeping facilities operating at th…
Skills: Electrical maintenance, Plumbing, HVAC maintenance, Preventative maintenance, Corrective maintenance
Koppers Inc.Pittsburgh, Pennsylvania, United States · Hybrid
Job Responsibilities The Portfolio & Value Manager Supports portfolio governance and value tracking by maintaining portfolio processes, performance reporting, and benefits transparency. Enables informed decision-making b…
Skills: Portfolio management, Program management, PMO operations, Governance, Data analysis
Pittsburgh, Pennsylvania, United States · On-site
Branch Specialist Job Summary Greets members by phone and in person and determines the nature of service required. Either provides requested services or directs them to the appropriate area. May provide notary and/or DMV…
Skills: Customer service, Cash handling, Data entry, Notary services, Sales
Pittsburgh, Pennsylvania, United States · On-site
Overview - Mileage Reimbursement - Drive Time Pay - Medical, Dental & Vision benefits - 401K - PTO & Floating Holidays - 7 Paid holidays & no weekends! *Up to 1.5 hour travel radius* Assist physicians at assigned long te…
Skills: Medical terminology, Electronic medical records, Customer service, Multitasking, Detail oriented
Pittsburgh, Pennsylvania, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer Service, Issue Management, Oral Communications
Pittsburgh, Pennsylvania, United States · On-site
$95k–$113k/yr
Director of Operations The Director of Operations is a member of the Senior Management Team responsible for the overall strategic direction, performance, and coordination of The Frick Pittsburgh’s physical operations. Th…
Skills: Facilities management, Strategic planning, Budget management, Capital project management, Team leadership
Pittsburgh, Pennsylvania, United States · On-site
Job DetailsJob Location: Pittsburgh - Main Campus - Pittsburgh, PA 15213Position Type: Full TimeABOUT THE SCHOOL: Located in the heart of Oakland, Western Pennsylvania School for Blind Children is a one-of-a-kind educati…
Skills: Aquatic therapy support, Physical therapy assistance, Student positioning, Patient transfers, Personal care assistance
Pittsburgh, Pennsylvania, United States · On-site
We value our students! If you see an open position that is right for you, we encourage you to apply! Name of position: People Operations Coordinator (Work Study Only) Classification of the position: Community Service Nam…
Skills: Human Resources, Administrative Support, Recruitment, Onboarding, Data Entry
Pittsburgh, Pennsylvania, United States · On-site
Overview *Up to 1.5 hours of travel. Mileage reimbursement & drive time pay provided!* Assist physicians at assigned long term care facilities with audiology, optometry, podiatry care, and behavioral health. Main duties …
Skills: Medical terminology, Electronic medical records, Customer service, Clinical documentation, Medical equipment maintenance
Pittsburgh, Pennsylvania, United States · On-site
$23/hr–$24/hr
Position Title: Lobby Ambassador- BNY Pittsburgh Pay 5 Salary: $23-$24/hr Other Forms of Compensation: Rapport is a specialized division of FLIK Hospitality Group focused on all aspects of guest and employee services, me…
Skills: Hospitality, Customer Service, Communication, Guest Relations, Reception
Pittsburgh, Pennsylvania, United States · On-site
Facilities Maintenance Join a Great Company with Competitive Pay and Outstanding Benefits! Are you a hands-on maintenance professional who enjoys variety in your work and takes pride in keeping facilities operating at th…
Skills: Facilities maintenance, Electrical, Plumbing, HVAC, Preventative maintenance
Pittsburgh, Pennsylvania, United States · On-site
$43k–$72k/yr
12211 Plum Orchard Drive Silver Spring, MD 20904 Kids Are Our Everything. Department 10119 Eligibility and Financial Clearance Pay Range $43,326.40 - $72,196.80 Payor Clearance Associates are members of the Revenue Cycle…
Skills: Insurance Prior Authorization, Revenue Cycle Management, Medical Terminology, CPT Coding, ICD Coding
Pittsburgh, Pennsylvania, United States · On-site
POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service…
Skills: Financial services, Client service, Relationship management, Financial planning, Digital marketing
Pittsburgh, Pennsylvania, United States · On-site
Company :Allegheny Health NetworkJob Description : GENERAL OVERVIEW: This job manages the daily operations of a complex large/multiple full time locations/physician practices. ESSENTIAL RESPONSIBILITIES: Manages the day …
Skills: Practice Management, Staff Supervision, Budgeting, Revenue Cycle Management, Financial Metrics
Pittsburgh, Pennsylvania, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Financial planning, Investment research, Client servicing, Salesforce, Administrative support
Pittsburgh, Pennsylvania, United States · Hybrid
Summary: We are seeking a motivated and driven higher education student to join our Human Resources team as an intern, with a primary focus on training and talent development initiatives. This role offers hands-on experi…
Skills: Human Resources, Training and development, Talent development, HRIS, Learning Management Systems
Pittsburgh, Pennsylvania, United States · On-site
$15/hr–$18/hr
Benefits: Health insurance Opportunity for advancement Paid time off Training & development Wellness resources 401(k) Competitive salary Employee discounts Flexible schedule Do people often refer to you as their "energet…
Skills: Customer service, Sales, Membership sales, Communication, Conflict resolution
Pittsburgh, Pennsylvania, United States • On-site
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The role involves providing administrative and operational support to Financial Advisors, including preparing financial plans and executing client trades. Additionally, the associate will manage calendars, handle client inquiries, and assist in business development through lead outreach.
Candidates must possess a Bachelor's degree or equivalent experience, along with FINRA Series 7 and 66 licenses. Proficiency in the securities industry and strong communication skills are required for this client-facing role.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement.
3. Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights.
4. Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records.
5. Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential.
7. Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.
8. Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.
9. Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires.
10. Maintain a professional environment and create a positive impression.
11. Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.
12. Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.
13. May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent experience and related training.
2. Experience in the securities industry and/or a sales assistant role.
3. Knowledge of securities markets and brokerage accounts.
4. Knowledge of the features and attributes of annuity products.
5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. (Candidates will be considered if they are partially licensed and can obtain the additional licenses during employment within 365 days)
6. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
7. Effective time management skills.
8. Ability to communicate effectively and professionally with clients, managers and other teammates.
9. Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.
10. Ability to work in a self-directed fashion.
11. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
1. Three years of experience in the securities industry.
2. Previous sales and/or banking experience.
3. Bachelor's degree in business, accounting, finance, banking or equivalent education and related training.
4. Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
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