Financial Advisor Administrative Assistant

Job DescriptionJob Description

About us -

We are a fee-based financial advising and planning practice in Dumfries, VA. Many of, but not all, our clients are in the “happily retired” stage of life. We care deeply about helping them achieve their financial goals and dreams. Our administrative support professionals’ service is a significant component of delivering our expertise. Together, we provide our clients with top-notch financial planning client experience.

About you –

You are an administrative pro who wants to be a significant part of our organization. You love helping clients, developing rapport, and ensuring they are cared for. People often comment on your warm personality and your professional presence. These are the soft skills you possess:

• You are self-motivated to grow your skillset and knowledge.
• You can work independently. If not, you can figure out how things work or whom to call.
• You are organized, process-driven and tenacious in following through.
• You are thorough, accurate, and detailed in the work you do.
• You enjoy taking on new challenges but don’t mind doing the little things.
• You are a positive and energetic person who develops relationships quickly.
• You are a person that shows up and demonstrates integrity and trustworthiness.

 

The Job Responsibilities –

This administrative position is 40 hours/week, supporting a financial advisor and her deliverables team located in a beautiful, secure office building in Dumfries.

• You will provide exceptional customer service to our practice’s clients. Welcome clients to in-office meetings with 5-star service. Handle incoming phone calls and make outbound calls to address service needs.
• Set client appointments, confirm them, and manage the Advisor’s calendar.
• Prepare for client appointments by gathering account information, running reports, preparing necessary forms, paperwork, marketing materials, and agendas.
• Input and upload data into RedTail CRM software and other business databases.
• Process completed client paperwork with precision and follow up on needed details, such as scheduling physicals for insurance or monitoring rollover monies.

Key requirements

• 2 years prior administrative support experience is required
• 2 years of college is desired
• Excellent verbal and written communication.
• Strong organizational skills with an "attention to detail" skill set.
• Strong proficiency with virtual meetings software and Microsoft Office suite – particularly Teams, Excel, Word and Outlook.
• Strong computer skills: ability to learn new systems quickly; experience with CRM systems preferred. Knowledge of RedTail is a plus.
• Prior experience in financial services supporting an advisor would be ideal.
• Must like sports of any kind.
• Must pass a background check to include credit check. Do not apply for this position if your credit score is less than 700 for any credit reporting bureaus.
• Must be able to work in person.

 

We offer -

A supportive and professional environment, a pay rate commensurate with experience, and benefits which include: 401(k); and holiday pay and paid time off (after one year). Health insurance is available following a 90 day probationary period. Opting in for health insurance will result in a lower hourly rate.

Equal Opportunity Employer

 

This financial Advisor is a registered representative of Lincoln Financial Securities.

 

Company DescriptionWe are a fee-based financial advising and planning practice located in Dumfries, VA. Many of, but not all, our clients are in the “happily retired” stage of life. We care deeply about helping them achieve their financial goals and dreams. Together, we provide our clients with a top-notch financial planning client experience. A significant component of the delivery of our experience is the service that is provided by our administrative support professionals.Company DescriptionWe are a fee-based financial advising and planning practice located in Dumfries, VA. Many of, but not all, our clients are in the “happily retired” stage of life. We care deeply about helping them achieve their financial goals and dreams. Together, we provide our clients with a top-notch financial planning client experience. A significant component of the delivery of our experience is the service that is provided by our administrative support professionals.

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