Operations Associate

Pittsburgh, PA
Adviser Compliance Associates, LLC / CSS

Firm Description:

ACA Compliance Group (“ACA”) is a leading provider of regulatory compliance products and solutions, cybersecurity and risk assessments, performance services, and technology solutions to regional, national, and global firms in the financial services industry. ACA clients include leading investment advisers, private fund managers, commodity trading advisors, investment companies, and broker-dealers. ACA is well known in the financial services industry as a leading compliance consultancy.

Summary of Responsibilities:

• Support the Operations Administrator in carrying out their responsibilities

• Provide administrative support for all company management and staff, including support for the company’s back office functions

• Ensure CRM system is maintained and updated accordingly

• Analyze proposals as necessary to correctly enter and code new engagements into the Company’s CRM system to ensure accurate fulfillment of services by consultants and the Company

• Enter time and expenses for staff as necessary

• Schedule sales and client meetings on a daily basis

• Perform routine follow-ups with clients and respond to inquiries via email and over the phone

• Assist company personnel with preparing proposals, reports, memos and other documents

• Coordinate travel, meetings and other arrangements for company events

• Update and maintain company mailing list

• Make photocopies and scan and fax documents.

• Answer phones and direct incoming calls

• Organize and maintain client files

• Prepare correspondence and perform other clerical functions

• Perform other ad-hoc work and special projects as requested to support the company on various initiatives


Summary of Minimum Qualifications and Knowledge Requirements:

• Ability to work cooperatively and effectively with others to resolve problems and make decisions that enhance organizational effectiveness

• Strong organizational skills with attention for detail

• Dedicated to upholding ACA’s high quality standards and customer service focus

• Excellent ability to handle confidential matters with discretion

• Must be able to work independently, multi-task and prioritize effectively

• Must be able to effectively make decisions and determine solutions by researching independently to enhance overall productivity

• Excellent oral and written communication skills

• Ability to be productive and provide quality work in a fast paced, small team environment

• Ability to adapt to ever changing responsibilities and to be flexible when different projects, tasks and deadlines are assigned

• Highly motivated and goal oriented

• Ability to take initiative on internal projects as well as improvement of one’s own education

• Ability to establish and maintain effective working relationships with employees and clients

• Professional client servicing skills

• Ability to be consistently at work and on time, follow instructions, respond to management direction and solicit feedback to improve performance

• At least two to four years’ experience performing administrative or clerical duties in an office setting

• Possess a general understanding of the sales lifecycle

• Proficiency in the use of office equipment, including voice messaging systems, faxes, photo copiers, and scanners

• Proficient with Microsoft Office applications, Adobe Acrobat, and the Internet

• College degree strongly preferred. Concentration in business, computers, or office management is an asset

• Willing to undertake minimal travel

Compensation and Benefits: 

Compensation would be competitive and commensurate with experience. Compensation would include a base hourly rate and also may include a discretionary bonus. ACA offers a comprehensive benefits package.


Interested candidates should direct their resume to the ACA ADP Careers Page

ACA is an equal opportunity employer and does not unlawfully discriminate against current or prospective employees on the basis of race, color, religion, sex, age, national origin, pregnancy, familial status, marital status, sexual orientation, gender identity, disability, veteran status, citizenship, ancestry, genetic information, or any other characteristics prohibited by law.