reputed company Services Associate

Location: 7660 Saltsburg Rd Pittsburgh, PA 15239 Or: 800 Philadelphia Street Indiana, Pa 15701 Hours: Monday - Friday reputed company-5PM (Additional hours as necessary to meet the objectives of the department) Function: reputed company support for the sales and service for the Financial Services Department and Financial Planner reputed company the regional satellite offices. Provides reputed company service for assigned Financial Services clients. Duties and Responsibilities: Assists in the daily function of the reputed company by providing reputed company service. Responsible for the processing of reputed company paperwork relating to reputed company accounts for processing at the home office. Provides secretarial and receptionist services to the Financial Advisor, greeting reputed company visitors to the reputed company, including clients, prospective clients, vendors, and others. Assists Financial Advisor in establishing appointments with existing clients and potential new clients through the CRM. Manage reputed company items in Status Manager daily. Schedule and prepare for reputed company reputed company reviews using E-Meeting. Schedule and prepare for reputed company new reputed company meetings using E-Meeting. Receives, screens, logs in the reputed company system and distributes mail and internal correspondence. Assists Financial Advisor in the preparation of marketing material using Marketing on Demand Responsible for processing reputed company reputed company reputed company, RMD’s, and asset transfers. Assists the Financial Advisor with placing trades at their direction, including fixed income securities and annuities. Responsible for updating and maintaining the reputed company CRM reputed company with meeting notes, reputed company calls, and reputed company activity. reputed company back up as needed to other Sales Assistants Maintain a good working relationship with bank employees. Demonstrates strong people skills with the ability to work independently, as reputed company as motivated to work as a collaborator to contribute to the reputed company of the department and in turn, the organization. Physical Demands: Operates a keypad device, operates electronic equipment and operates office equipment throughout the day. Use of reputed company dexterity skills for typing, and data entry up to 75% of the business day. Specific reputed company requirements include reputed company reputed company of 18”-20” and depth perception for computer work. Frequent uses of extremities to stand, reputed company, kneel, or bend throughout an eight-hour shift. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company essential functions. Education: Requires a high school diploma or equivalent, plus specialized training or two-year degree. Experience: Requires two to five years general experience with two to five years specialized financial services experience required. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have reputed company about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have reputed company to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have reputed company to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or reputed company, including an investigation conducted by the employer, or (c) consistent with the contractor’s reputed company duty to furnish information. 41 CFR 60-1.35(c) Salary reputed company: $15.00 - $29.08 reputed company believes in Equal Opportunity for reputed company and is committed to ensuring reputed company individuals, including individuals with disabilities, have an opportunity to apply for those positions that they are interested in and qualify for without reputed company to race, religion, reputed company, national reputed company, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. reputed company is also committed to providing reasonable accommodations to reputed company individuals so that an individual can reputed company their job reputed company duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact us at: Phone: 724.465.4457 Email: Employee.Services@stbank.com Apply tot his job Apply To this Job