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Administrative Assistant

4 months ago

Burlington, Vermont, United States One Day In July LLC Full time
One Day In July: Join Our Team as an Administrative Assistant

Firm Summary
Located in Burlington, VT, One Day In July provides low-fee financial advice, especially focusing on index funds, to clients in Vermont and across the United States. As our firm grows rapidly, we are expanding our administrative team to maintain high service standards and compliance with regulations.

Job Description
As an Administrative Assistant at One Day In July, you'll assist with administrative tasks in client services and compliance without needing prior financial industry experience. On-the-job training will be provided.

In this role, you will:

  • Serve as Front Desk Reception, handling calls from prospective and existing clients
  • Coordinate paperwork, update records, and manage communications
  • Assist in compliance duties such as client onboarding and reviews
  • Support compliance testing and maintain recordkeeping
  • Help develop training materials and answer queries from advisors

A strong candidate will:

  • Maintain high standards for client service, communication, and organization
  • Demonstrate proficiency in Microsoft Excel and proactive problem-solving
  • Adapt quickly to changing priorities and focus on processes and controls
  • Possess a positive attitude, commitment to confidentiality, and alignment with our investment philosophy

What's in it for you?

  • Offer honest, transparent financial solutions to clients
  • Be a part of a rapidly growing firm with competitive pricing
  • Receive one-on-one training and mentorship on compliance best practices
  • Join a supportive team and develop expertise in regulatory requirements

Hours / In-Person & Remote

  • Full-time position with in-person work in Burlington, VT
  • Option for remote work on Fridays after the first 6 months

Benefits

  • 401k plan with low-cost index funds and match
  • Top-tier equipment and resources for productivity
  • Paid vacation, health care plan, and a desk plant

To Apply

  • Send a PDF resume and cover letter to Burta Kelly
  • Include a one-page PDF explaining why One Day In July is a great choice for clients
  • Share a recent learning experience where you excelled and taught others
  • Use the Job ID in the subject line

We value detailed applications and maintain privacy for all applicants. One Day In July LLC is an equal opportunity employer.