Canella Financial Group, Inc
Coraopolis, PA
Financial Planning Administrative Assistant (Full-Time or Part-Time) Location: Moon Township, PA (Onsite) Canella Financial Group is seeking a professional, detail-oriented Administrative Assistant to support advisors and provide exceptional client service in a fast-paced financial planning office. This role is ideal for someone who is organized, dependable, and comfortable managing multiple priorities while maintaining accuracy, discretion, and professionalism. We are open to either full-time or part-time candidates. Key Responsibilities · Maintain the client database (CRM), organize records, and ensure accurate, timely completion of client paperwork. · Prepare client reports, submit forms to product companies, and track outstanding items through completion. · Follow up on client service requests and coordinate resolutions with internal team members and external contacts. · Maintain electronic and paper filing systems to support compliance and daily operations. ·...

