Administrative Specialist -Wealth Management Office

COMPANY OVERVEIW:

Since 2003 PFG Wealth Advisors, LLC has provided wealth advisory services for individuals, families and businesses seeking financial success and security. We strive to understand the unique needs of our clients and develop customized strategies to minimize risk and maximize opportunity. We hold ourselves to the highest standard of quality and integrity as we partner with our clients to empower their future.

POSITION SUMMARY:

This opportunity is located in State College, PA.

Located in the heart of State College, PA, PFG is seeking a dedicated Administrative Specialist to join our elite team of three professionals. This is a critical role designed for a high-achiever who thrives on organizing a diverse workload and possesses the drive to own their daily responsibilities with total independence.

You will perform a variety of essential administrative tasks, providing the highest level of "Red Carpet" service to our clients and their families. Our work environment is a professional family atmosphere—it is fast-paced, collaborative, and deeply focused on maintaining long-term client relationships through excellence and integrity.

DUTIES AND RESPONSIBILITIES:

• Execute client/advisor service requests with precision and proactive follow-up activities
• Field incoming calls and emails, working independently to research and resolve client inquiries
• Processing new business, service requests, and opening of accounts
• Schedule client review meetings to maintain client relationships
• Maintain detailed, accurate documentation of notes within our client database
• Act as an established, consummate professional both internally with our team and externally with clients and the public
• Ensure confidentiality with respect to all information pertaining to clients and potential clients
• Other duties as assigned to support the growth and efficiency of the firm

SKILLS, ABILITIES & PERSONAL TRAITS:

• High degree of honesty, integrity, and a relentless work ethic
• Drive for follow-through on tasks from start to finish with unwavering accuracy
• Keen attention to detail and ability to think on your feet in a dynamic environment
• Trust-worthy personality that thrives in a collaborative, fast-paced setting
• Proactive attitude with the ability to anticipate needs before they arise
• Excellent interpersonal and written communication skills

EDUCATION & EXPERIENCE REQUIREMENTS:

• 3+ years of administrative experience in an office setting, preferably finance or banking
• Proficiency in Microsoft Office, particularly Word, Excel and Outlook

BENEFITS:

We believe great work comes from a great environment. Here’s what you can expect as a valued member of our team

• This is a full-time in office salaried position; 8:00am – 5:00pm
• Competitive compensation based on experience
• 15 days PTO and 5 Sick Days start accruing on Day 1
• Health, Dental, and Vision Insurance
• Group life and short-term disability insurance
• 401(k) plan with a safe harbor employer contribution
• A supportive, people-first culture where your work is valued and your growth is encouraged

PLEASE PROVIDE A COVER LETTER WITH YOUR RESUME

PFG is an Equal Opportunity Employer. All employment is decided on the basis of qualifications, merit and business need.  We are interested in every qualified candidate who is eligible to work in the United States.  However, we are not able to sponsor visas. 

Salary/Compensation: $45,000 - $60,000 per year