Location: Pittsburgh
Schedule: Monday-Friday, 8:30 AM to 4:30 PM
Compensation: $45,000 to $60,000 annually
Benefits: Paid time off, paid training, optional benefits available
ABOUT US
At LifePoint Financial, we take pride in helping people make decisions that outlast "The Dash," the space between life's dates where values, choices, and impact live. We take a team-based approach to planning, and we're equally committed to giving back through our Stewardship initiative, investing a portion of our revenue into the Pittsburgh communities we serve. If you're looking to do meaningful work alongside people who care, we'd love to meet you.
THE ROLE
We're seeking an experienced, organized Administrative Assistant & Client Advocate to be the welcoming first point of contact for our clients and the organizational backbone of our office. This is an ideal role for someone with strong administrative instincts and some client-facing experience who wants to grow within a purpose-driven financial firm.
KEY RESPONSIBILITIES
- The Director of First Impressions: greet clients and serve as a friendly, professional first point of contact by phone, email, and in-person
- Schedule appointments and manage calendars for the planning team
- Maintain accurate client accounts and files in firm systems
- Prepare, organize, and process planning materials and client correspondence
- Support the team with data entry, document preparation, and follow-up tasks
- Help coordinate client meetings, events, and office logistics
- Champion client advocacy by managing daily communication and scheduled campaigns
QUALIFICATIONS
- 3+ years of relevant administrative experience; some client or customer
- facing experience preferred
- Excellent organization, attention to detail, and follow-through
- Warm, professional communication skills- Proficiency with Microsoft Office and comfort learning new systems
- A self-starter, team-first attitude and genuine care for people
YOUR FIRST 90 DAYS
- Days 1 to 30: Learn our systems, processes, and team; shadow client interactions and master front-office workflows
- Days 30 to 60: Independently manage scheduling, client correspondence, and recordkeeping with growing confidence
- Days 60 to 90: Serve as a trusted client advocate and a dependable organizational anchor for the team
LIFEPOINT CORE VALUES - A COMMITMENT TO WE CULTURE
- Integrity - WE choose to operate with high integrity in life and not just business.
- Belief - WE believe in the immediate and long term value that perfect protection and planning creates.
- Grit - WE are willing to do what others aren't for everyone.
- Urgency - WE work daily at a pace that demonstrates our understanding that someone's future is on the line.
- Entrepreneurial - WE carry a personal drive that balances both a goal and growth mindset.
- Commitment - WE regularly strive to create our greatest personal and collective impact.
EQUAL OPPORTUNITY
We encourage you to apply even if you don't meet every qualification listed. If you're passionate about serving people, resonate with our core values, and are interested in growing with a purpose-driven team, we'd love to hear from you. LifePoint Financial is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees.
Pay: $45,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Experience:
- Customer service: 3 years (Preferred)
Work Location: In person
