Administrative Assistant

3 weeks ago


McLean, United States US Main Full time

An independently owned, mid-sized, SEC registered investment advisory and financial planning firm located in Tysons Corner, VA is seeking an Administrative Assistant. You will work directly with the President and assist our clients in achieving their investment and planning objectives. You will have responsibility for working with our team, clients, and custodians. You will regularly communicate with our clients to assess their needs, to make the required updates to their situation, and to maintain the accuracy of their information. You will also help facilitate the daily operations of the firm with our team. You will make a difference.

The ideal candidate must have superb communications skills, strive for exceptional client service, extremely well organized, comfortable with handling multiple tasks, and be able to prioritize and work independently to resolve tasks in an efficient manner. If you value an organized working environment, and take pride in helping people, you will excel in this position. Candidates must be proficient with Windows, Word, and Excel, as well as be comfortable working with and learning new technologies with CRM and databases. The ideal candidate would have a degree in business, finance, or accounting. It is important to be able to work within and comply with the corporate and regulatory procedures. We offer a full range of excellent benefits. Thank you.



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