About Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Administrative Assistant

Position Summary:

The Administrative Assistant serves as the welcoming first point of contact for the organization while also providing essential administrative support to Corporate Management and multiple departments. This role is responsible for managing front desk operations, engaging with visitors and clients, handling incoming communications, and supporting a wide range of office and operational functions. The ideal candidate will demonstrate strong communication skills, exceptional attention to detail, and the ability to handle confidential information with professionalism, discretion, and organization.

Key Responsibilities:

• Monitor and manage general company inboxes, routing messages to appropriate individuals or departments
• Greet visitors and clients with professionalism and direct them appropriately
• Sort, distribute, and prepare incoming and outgoing mail and packages
• Assist with data entry, report generation, and special projects
• Prepare and edit documents, reports, and correspondence
• Maintain accurate filing systems, records, and databases while ensuring confidentiality
• Support initiatives focused on improving operational efficiency and effectiveness
• Centralize and maintain supply ordering across the organization
• Assist with documenting, maintaining, and improving internal work processes
• Provide day-to-day administrative and operational support to departments and team members
• Serve as a liaison between departments and external contacts as directed
• Perform additional duties as assigned

Qualifications:

• High School Diploma required; Associate’s degree preferred
• Minimum of 2 years of administrative or office support experience
• Financial services or insurance industry experience a plus
• Prior experience in a professional, fast-paced environment strongly preferred
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to learn industry-specific systems, i.e., Applied Epic
• Strong written and verbal communication skills
• Excellent organizational skills with strong attention to detail
• Ability to prioritize and manage multiple responsibilities effectively
• High level of professionalism, confidentiality, and discretion
• Ability to pass a criminal background check, as permitted by law

Physical Requirements:

• Frequently sit, stand, and walk
• Regularly required to talk or hear
• Frequently required to use hands or fingers to handle or feel objects, tools, or controls
• Occasionally required to climb or balance, stoop, kneel, crouch or crawl
• Occasionally lift and/or move up to 25 pounds
• Vision abilities to include close vision, distance vision, peripheral vision, and the ability to adjust focus
• The noise level in the work environment is usually moderate
• Temperature in the workplace is typically moderate, though the ability to withstand seasonal cold and heat of the outdoors is necessary

Hours: Monday-Friday, 8:30am-5:00pm

Location: 311 Main Street, Irwin, PA 15642

Benefits:

• Competitive Compensation
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.