Administrative Assistant – Investment Operations Support jobs in United States
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USA Talent Solutions · 1 month ago

Administrative Assistant – Investment Operations Support

positionGreen Tree, PA
timeFull-time
remoteOnsite
seniorityEntry Level
money$50K/yr - $80K/yr
date1+ years exp

USA Talent Solutions is a reputable and growing financial services firm seeking a highly organized Administrative Assistant to support the Investment Operations and advisory team. The role involves assisting with client onboarding, trade support, data management, and overall administrative duties to ensure efficient investment workflows and exceptional client service.

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H1B Sponsor Likelynote
Hiring Manager
Shauna Henderson
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Responsibilities

Assist with onboarding new clients, including gathering required documentation, preparing paperwork, and ensuring all forms are fully completed and submitted accurately
Draft and send routine client communications such as confirmations, follow-up messages, and meeting reminders
Prepare client review materials, agendas, and reporting packets for advisor meetings
Handle inbound calls professionally and manage message routing and follow-ups
Support trade processing and cash management tasks by coordinating with the Investment Operations Specialist, ensuring timely and accurate execution
Assist with tracking rebalancing tasks, service requests, and workflow deadlines
Monitor accounts and maintain records related to cash movements, transfers, and funding needs
Help organize and prepare materials related to portfolio updates and investment changes
Perform high-volume, accurate data entry across CRM systems, custodial platforms, and internal databases
Update client records, account details, and operational logs with precision
Support ongoing administrative projects, including document organization, form preparation, and internal process improvement tasks
Maintain digital and physical filing systems for efficient retrieval of critical documents
Manage calendars, schedule meetings, and support operational coordination across the team
Assist with general office tasks to ensure a well-organized and productive environment
Participate in firm-wide operational initiatives, updates, and administrative assignments as needed

Qualification

Financial services experienceMicrosoft Office SuiteCRM software experienceAttention to detailClient-focused work styleWritten communicationVerbal communicationOrganizational skills

Required

1–3 years of administrative experience
Strong attention to detail and accuracy in documentation and data entry
Excellent written and verbal communication skills
Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
Highly organized, proactive, and capable of managing multiple deadlines
Professional, discreet, and client-focused work style

Preferred

financial services industry experience strongly preferred
CRM or portfolio management software experience is a plus

Company

USA Talent Solutions

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Glassdoor3.8
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USA Talent Solutions is comprised of 3 division, Field Services, Professional, and Commercial.
dateFounded in 2017
location
Canonsburg, Pennsylvania, USA
people-size201-500 employees
web-link
https://staffing-usa.com

H1B Sponsorship

USA Talent Solutions has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Joshua Roberts
CEO
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Company data provided by crunchbase