Overview
Administrative Assistant – Intermediate | Aging Adult Jobs in Pittsburgh, PA at UPMC
Job Title: Administrative Specialist – Appointment Setter
Company: Sullivan Financial Partners
Location: Amarillo, TX
Job Type: Full-time
Experience Level: Mid-level
Industry: Financial Services
Does this describe you?
Growth mindset
Proactive problem-solver
Passion for driving growth and innovation
Dynamic and eager to contribute to a collaborative team environment
Resourceful and self-starting attitude
At Sullivan Financial Partners, we believe in empowering our team to think bigger about their dreams, impact, and what’s possible. We’ve built a culture where every voice is heard, and creativity thrives. If you’re detail-oriented, have a passion for providing exceptional client service, and enjoy supporting a team to achieve bigger and better things, we want to hear from you!
How you will make a difference
Creating a client-friendly culture of success and growth is at the heart of our business. Prioritizing client needs and creating solutions is key to our success. As an Administrative Specialist-Appointment Setter, you will play a pivotal role in ensuring our clients receive top-tier service and that our operations run smoothly, contributing directly to our company’s continued success and growth.
Daily Responsibilities:
Answer incoming calls with a warm, friendly demeanor, directing clients to the appropriate resources or team members.
Assist in client support tasks such as witnessing notary meetings and ensuring a smooth process.
Contribute to marketing efforts by making outbound calls to confirm participation in events.
Attend marketing events to set up, organize, and facilitate guest registration, ensuring exceptional client experiences.
Manage and prioritize incoming tasks to ensure critical items are addressed promptly, supporting smooth team and client operations.
Maintain and optimize databases, ensuring data integrity and regular updates.
Enter incoming leads into the CRM system promptly and update profiles accordingly.
Support leadership and team projects, enhancing organizational efficiency.
Cultivate a positive workplace culture by building strong relationships with clients, strategic partners, and team members.
Liaise with advisors, clients, and relevant parties to address any issues and ensure timely processing of service withdrawals, RMD, beneficiary changes, income elections, etc…
Manage client check deposits and maintain compliance logs.
Follow up on pending new business and transfers, providing regular updates to clients.
Assist advisors with pre-appointment preparation and account/policy delivery preparation.
Knowledge, Skills & Abilities:
Strong organizational skills with experience in task prioritization and database management.
Excellent communication skills with a focus on providing warm, professional support to clients.
High attention to detail in data entry and maintenance.
Experience in supporting projects and developing standard operating procedures (SOPs).
Proficiency in office software and database systems.
Strong interpersonal skills for cultivating trust-based relationships with clients and team members.
Minimum Requirements:
2+ years in an administrative support role, preferably within financial services.
High school diploma or equivalent.
Proficiency in Microsoft Office Suite and database management systems.
Personable with strong client-facing customer service experience.
Demonstrated ability to prioritize tasks and manage multiple responsibilities.
Availability to attend client prospect and marketing events outside of regular business hours as needed.
Personal Requirements:
Friendly and approachable demeanor.
Strong work ethic and commitment to providing excellent service.
Ability to work collaboratively in a team environment.
Positive attitude and a proactive approach to tasks.
Flexibility and adaptability to changing client and business needs.
Strong problem-solving skills and critical thinking ability.
Commitment to continuous learning and professional development.
Benefits:
Ongoing specialized training
Medical coverage, dental, vision
401k
Unlimited PTO
Paid Holidays
Team Events
Monday – Friday schedule
Opportunities for professional growth and development
A supportive and collaborative work environment
Each new team member will be set up for success and supported in their personal and professional development through robust onboarding and ongoing training processes. We offer a small group environment of supportive individuals who motivate and encourage each other. When Sullivan Financial Partners and our clients are successful, we are all successful.
“We’ve built our business to give our team, clients, and our families the freedom to explore the possibilities, their passions, and purpose.”
– Sullivan Financial Partners
Job Type: Full-time
Pay: $35,000.00 – $38,500.00 per year
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Education:
High school or equivalent (Required)
Experience:
Data entry: 2 years (Required)
Customer service: 2 years (Required)
Ability to Commute:
Amarillo, TX 79109 (Required)
Ability to Relocate:
Amarillo, TX 79109: Relocate before starting work (Required)
Work Location: In person
Title: Administrative Assistant – Intermediate | Aging Adult
Company: UPMC
Location: Pittsburgh, PA
