Job Summary: The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position pr…
Skills: Financial planning, Client relationship management, Customer service, Data entry, Plan modeling
AY2627 Student Tech Assistant - Classroom Technology (Work-Study Required) Duties include: Responsible for the day-to-day operation of the Office of Classroom Technologies (OCT). Provide first tier tech support and assis…
Skills: Customer Service, Technical Support, Troubleshooting, AV Technology, Computer Skills
AAA East Central - Kentucky Region
Group Travel Sales Representative
Pittsburgh, Pennsylvania, United States · On-site
Mid level
Group Travel Sales Representative Supports and coordinates business and affinity group travel programs for corporations, organizations, associations, and community groups. Assists with account management, client relation…
Skills: Sales, Account management, Client relationships, Vendor coordination, Business development
Job DetailsJob Location: PITTSBURGH, PA 15220Position Type: Full TimeSalary Range: $56,000.00 - $62,000.00 SalaryTITLE: Human Resources Manager PRIMARY LOCATION: Welcome Center; position includes frequent field work PRIM…
Skills: Labor Laws, Benefits Administration, Human Resources, Recruitment, Onboarding
Position Overview Job Description Summary At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We wo…
Job DetailsJob Location: PITTSBURGH, PA 15220Position Type: Part TimeSalary Range: $20.00 - $24.00TITLE: Volunteer Coordinator (Non-Exempt / Part Time) PRIMARY LOCATION: Mostly field work to include evenings and weekends…
Skills: Volunteer coordination, Community outreach, Microsoft Office, SharePoint, Word
Thank you for considering a career at Ensemble! Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer …
Pyramid Global Hospitality is a leading hospitality management company with a portfolio of more than 200 hotels and resorts and over 18,000 associates across the United States, Caribbean, and Europe. Our platform include…
Skills: Human resources, Recruitment, Onboarding, Employee relations, Benefit administration
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Customer service, Event coordination, Conference center operations, Facilities support, Communication skills
Overview Shift: 8 - 4:30 Being on medication is tough enough. We want to make getting it the easy part. Getting prescriptions to patients has become increasingly complex. When things get messy along the prescription jour…
Skills: Claims processing, Medical billing, Pharmacy benefits, Health insurance, Data entry
Position: Special Events Manager Full-Time | Salary Range: $52,000 - $58,000 Culture: Trying Together’s mission is to support high-quality care and education for young children. Trying Together is a Pittsburgh-based nonp…
Skills: Event management, Budget management, Project management, Volunteer management, Communication
Home Therapy M-F 40 hours PURPOSE AND SCOPE: The registered professional nurse Home Therapies RN CAP 1 is an entry level designation into the Clinical Advancement Program (CAP). This position is accountable and responsib…
Job DetailsJob Location: 648 - Pittsburgh Sheraton - Pittsburgh, PA 15219Position Type: Full TimeDriftwood Hospitality Management’s company culture empowers our associates to take initiative, be proactive, and cont…
Skills: Customer service, Communication, Cash handling, Computer literacy, Problem solving
Medical Assistant-Ear, Nose and Throat-West Penn Hospital
Pittsburgh, Pennsylvania, United States · On-site
Entry level$3M raised
Company :Allegheny Health NetworkJob Description : GENERAL OVERVIEW: Under the direction of the provider and as a member of the health care team, assists in coordinating the examination, treatment and health care plannin…
Skills: Patient care, Vital signs, Medical documentation, EHR, Medication screening
It's fun to work in a company where people truly BELIEVE in what they are doing! We're committed to bringing passion and customer focus to the business. Hourly rate: $17.00 - $23.00 based on years of experience $2000 Sig…
The Mission of Veterans Place is to empower veterans' transition from homeless to home, ending the cycle of homelessness, and to assist all at-risk veterans to become engaged, valuable citizens who contribute to their co…
INDUSTRIALIST HOTEL 124 rooms | 1,277 sq. ft. event space Amenities include: signature restaurant (The Rebel Room), social lounge, fitness center, in-room dining, valet parking, conference & lounge areas. Blending histor…
Skills: Customer service, Communication skills, Multitasking, Data-entry, Problem-solving
Supervisor, PA or CRNP - HVI Adult Cardiology/Cardiac Electrophysiology
Pittsburgh, Pennsylvania, United States · On-site
Senior$459K raised
Join Our Team at UPMC: Adult Cardiology / Cardiac Electrophysiology APP Supervisor Are you passionate about cardiology and electrophysiology? Do you want to be part of a dynamic team that values mentorship, growth, and c…
Skills: Cardiology, Cardiac Electrophysiology, Team leadership, Mentorship, Process improvement
Store 2743659: 9003 Frankstown Road, Pittsburgh, Pennsylvania 15235 Shift Availability Days and Evenings Time Type Full time ESSENTIAL DUTIES: The position includes, but is not limited to, the following essential job dut…
Pittsburgh, Pennsylvania, United States · Remote Solely
Mid level
The Boutique COO supports business owners and founders and is looking for an excellent, self-starting, virtual assistant to join the team. We’re looking for someone to join us and grow with us as we’re rapidly expanding!…
Skills: Project management, Administrative support, Scheduling, Email management, Lead conversion
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$25/hr
Internship
bachelor degree, postgraduate degree
Posted 12d ago
~40 hrs/week
Responsibilities
The intern will assist staff in servicing high net worth clients by preparing financial plans, managing client onboarding, and supporting meeting preparation. They will also contribute to team discussions, perform data entry, and utilize financial planning software to maintain client records.
Requirements
Candidates must be pursuing a bachelor’s or master’s degree in a relevant field with an expected graduation date within 12 months. Strong organizational, communication, and analytical skills are required, along with proficiency in Microsoft Office.
Full job description
Job Summary:
The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience.
Essential Duties and Responsibilities:
Support client onboarding by preparing and processing necessary paperwork.
Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.
Observe client meetings (where appropriate) to gain firsthand experience in how advisors build relationships and solve client challenges.
Participate in client meeting follow-up tasks including documentation, research, and solution development.
Contribute ideas during team discussions on improving client service and business development opportunities.
Support client service activities, including account maintenance and money movement processes.
Use financial planning and CRM software to assist with plan development and data management.
Assist with data entry, plan modeling, and compiling plan deliverables.
Collaborate with team members on special projects and client service initiatives.
Required Education and Experience:
Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internship
Demonstrated leadership experience through work or extracurricular activities
Preferred Education and Experience:
Major in wealth management, financial planning, finance, or a related field.
Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.
Skills:
Strong customer service orientation.
Excellent organizational and time management skills.
Detail-oriented with solid analytical and problem-solving abilities.
Comfortable contributing ideas in group settings.
Clear and professional written and verbal communication.
Ability to communicate complex topics in a simple, relatable way.
Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making.
Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.
Supervisory Responsibilities:
None
Physical Demands/Requirements:
The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel Requirement:
None
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support.
Our wealth solutions include:
- Wealth planning
- Investment advisory services
- Multi-generational wealth planning
- Risk management
- Philanthropy
- Executive compensation planning
- Business succession planning
- Family office services
- Retirement planning
To learn more about us, please visit mariner.com.
Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
Offices: 5700 W. 112th, Suite 200, Overland Park, KS 66211, US
How many Administrative jobs are open in Pittsburgh, PA right now?
There are currently 1,505 open administrative positions in Pittsburgh, PA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Pittsburgh, PA?
Companies currently hiring include UPMC, Allegheny Health Network, Duquesne University John G. Rangos, Sr. School of Health Sciences, Carnegie Mellon University - School of Computer Science - Language Technologies Institute, PNC, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Pittsburgh, PA?
Yes — 236 of the 1505 open administrative positions offer remote or hybrid work (55 remote, 181 hybrid).
How do I apply for Administrative jobs in Pittsburgh, PA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.