Office Administrator

About us

We are a supportive, collaborative, customer-centric Financial Advisory Firm.

Our work environment includes:

• Modern Office Setting
• Relaxed Atmosphere
• Flexibility
• Full or Part-Time
• Remote Work Option
• Availability is based on experience, productivity and trust.

Atmos Advisory, LLC, a downtown Pittsburgh-based Registered Investment Advisor, is seeking an Office Administrator. The privately owned Firm was founded in 2012, supports a collegial and relaxed work environment, and provides competitive compensation and benefits. The Firm is guided by doing what is best for its employees and clients for the long-term.

We are looking for a professional with at least five years’ experience in either accounting or managing a professional office. A history of displaying initiative, attention to detail, working well with others, being flexible and working independently managing multiple tasks will be keys to the success of our new team member.

The ideal candidate will have the following:

• Exhibit a positive attitude, demonstrate self-motivation, display a willingness to learn, and consistently complete their assigned responsibilities.
• Attention to detail.
• A commitment to providing excellent service, every day, to both their team members and clients.
• The ability to make client confidentiality paramount and exercise discretion.
• Strong Microsoft Office (Word, Excel, PowerPoint) and computer skills.
• A general familiarity with financial industry vocabulary and topics.
• Experience with QuickBooks.
• Experience with managing human resource functions, such as health benefits, and retirement plans.

With this said, much of this knowledge can be learned on the job if the candidate has the desire and a growth mindset. While there is no “typical” day in the office, some of the general responsibilities will include (but not limited to):

• Bookkeeping, Account Reconciliation, and Report preparation.
• Reviewing and Paying Bills.
• Facilitating Firm Liability Application Process.
• Managing Personal Insurance Licensing and Commissions.
• Onboarding New Employees.
• Managing Employee Benefits (Health Benefits, 401k, etc.) and Reporting Requirements.
• Responsible for Employee Handbook.
• Act as Liaison to Payroll Provider.
• Facilitate Investment Advisory Compliance Tasks.
• Provide Superior Customer Service to Clients as Needed.
• Taking on Various Administrative and Executive Assistant Tasks as needed.
• Manage Office Environment, Supplies, and Equipment.
• Develop and Implement Office Policies and Procedures.
• Manage Relationship with IT Provider.
• Manage Relationship with Property Manager.
• Supporting Team Members as Needed.

Working at a small Firm provides a lot of flexibility, but also requires team members to wear many hats, sometimes at the same time. No two days are the same. We are fulfilled by assisting the families that we partner with to make sound financial decisions, which help them move their lives forward in a positive direction.

Job Type: Part Time or Full-time

Full-Time Starting Pay Range: $50,000 - $75,000 (based on candidate’s experience)

Location: Downtown Pittsburgh

Benefits:

· 401(k)

· 401(k) matching

· Health Insurance

· Paid Time Off

Job Types: Full-time, Part-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Commute:

• Pittsburgh, PA 15222 (Required)

Work Location: In person

Salary : $50,000 - $75,000