Practice Operations Specialist-HYBRID

• 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. 

 You might be a great match if you have: 

• Minimum of 2 years of experience in financial services, wealth management operations, banking operations, practice administration, or a similar operations-focused role.  
• Associate or bachelor's degree preferred, or an equivalent combination of education and experience.
• Strong attention to detail and the ability to manage multiple priorities effectively.    
• Experience using CRM and document management systems.  
• Strong organizational, communication, and time management skills.  
• Proficiency with Microsoft Office Suite, including Outlook, Excel, Word, and Teams. 
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive information. 

What AFG Offers:

• A comprehensive benefits package that includes medical (2 plan options), dental, vision, core and buy-up life insurance, short and long-term disability coverage and company funded flexible spending accounts.
• Generous paid time off program.
• A best-in-class 401K plan with online planning and reporting tools.
• Wellness program with additional time off rewards.
• Easily accessible office with free parking for onsite days.

Allegheny Financial Group, is an SEC-registered investment advisory firm that offers clients guidance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. As a firm that pioneered financial planning in Pittsburgh, Allegheny has earned clients' trust for over 49 years with a high degree of personal attention combined with specialized knowledge, an integrated team-based approach, and first-class market research. For more information, go to Allegheny Financial Group