MassMutual Pittsburgh · 22 hours ago
Practice Manager
Upper St Clair, PA
Full-time
Onsite
Mid Level
$45K/yr - $55K/yrMassMutual Pittsburgh is seeking a Practice Manager who will serve as the central point of cohesion for the practice. This role involves driving practice priorities, leading the team, and effectively communicating with clients to help execute the team's vision of success.
Financial Services
Hiring Manager
Lindsey Sieffert, MBA
Responsibilities
Prepare and submit insurance and investment paperwork and assist with new account openings, transfers, and transactions, as well as tracking each through completion
Assist with the continuous development and implementation of our client service model
Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in our CRM
Respond to routine client service issues and requests
Champion, train and implement technology
Provide administrative support to the team as needed: schedule appointments, answer and screen calls, compose and proofread correspondence and other written materials
Coordinate with firm support staff/specialists as necessary
Qualification
Required
Experience establishing and maintaining systems for measuring activity
Demonstrated organizational and time management skills under pressure
Microsoft Office Skills – Word, Outlook, and Excel
Highly accurate typing, data entry, spelling, and proofreading skills
You will be systems focused, pragmatic, patient, and able to create order in a way that is both structured and flexible
Organized, efficient and proactive are words people use to describe you
Attention to detail and a commitment to measuring results are key
This position requires the ability to be flexible, to prioritize tasks, as well as the ability to put the team's needs first
Preferred
FINRA licenses preferred
Company
MassMutual Pittsburgh
At MassMutual Pittsburgh, our primary objective is to help you achieve financial freedom in a complex and constantly changing world.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase