Administrative Assistant - Altoona

About the role

Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations.

Responsibilities

• Provide administrative and operational support to the Executive Assistant team and Human Resources Manager.
• Aid with document preparation, correspondence, electronic filing, workflow processing, scheduling, travel coordination, and meeting logistics.
• Coordinate administrative workload, monitor deadlines, and proactively identify and escalate bottlenecks or competing priorities.
• Support recruiting, onboarding and offboarding activities, employee communications, events, and maintain HR records and systems.
• Assist with client-related administrative processes while maintaining the highest standards of accuracy, confidentiality, and professionalism.
• Provide backup Front of House support by assisting with visitor hospitality, office activities, and answer and route incoming calls professionally, all while delivering a polished, client-centered experience.
• Evaluate administrative processes and recommend practical improvements that increase efficiency, consistency, and scalability.
• Maintain procedures and documentation and leverage technology to improve productivity and reduce manual effort.
• Contribute to special projects, firm initiatives, and cross-functional efforts that support organizational growth and operational excellence.

Requirements

• Effectively manage competing priorities and changing deadlines with minimal supervision.
• Exercise sound judgment when prioritizing work and responding to shifting business needs.
• Anticipate needs, identify inefficiencies, and recommend process improvements.
• Maintain strict confidentiality and adhere to firm policies and procedures.
• Communicate professionally and effectively with clients, employees, and business partners.
• Demonstrate integrity, accountability, and a collaborative approach.
• Learn and leverage technology, including Microsoft Office, Practifi, Zoom, Tamarac, and other business systems.
• Embrace an AI-ready mindset by continuously learning and responsibly utilizing AI-enabled technologies to improve efficiency, enhance decision-making, and increase team effectiveness.

Qualifications

• High school diploma
• Experience in office administration, client services, or hospitality

Skills

• Microsoft Office
• Practifi
• Zoom
• Tamarac

Benefits

N/A

Pay

$48,000 - $58,000 + Bonus

Schedule

Full time