Administrative Support Specialist

3 weeks ago

SaintBrieuc, Bretagne, United States 1804 Financial Group Full time

Job Summary:

The Administrative Support Specialist at 1804 Financial Group plays a vital role in supporting financial advisors by managing administrative tasks, facilitating client communications, and assisting with financial planning processes. This position requires strong organizational and communication skills, attention to detail, and the ability to manage competing priorities with professionalism and discretion.

Key Responsibilities:

Client Support:

  • Assist in preparing and processing client documentation.
  • Schedule and confirm client appointments.
  • Respond to client inquiries via phone, email, and in-person meetings.
  • Maintain and update client contact lists.

Administrative Tasks:

  • Maintain and update client records and databases.
  • Prepare reports, presentations, and financial summaries.
  • Handle correspondence and communication on behalf of the financial advisor.

Compliance and Record Keeping:

  • Ensure all client interactions and transactions comply with regulatory requirements.
  • Maintain accurate and up-to-date records of client interactions and financial plans.
  • Manage client records in Salesforce and other approved CRM systems.

Event Coordination:

  • Assist in planning and organizing client events, seminars, and webinars.
  • Coordinate logistics, including venue booking, catering, and guest lists.
  • Promote events through various marketing channels.

Office Management:

  • Manage office supplies and ensure a professional and welcoming office environment.
  • Coordinate with other team members to ensure smooth office operations.

Requirements:

Education:

  • Bachelor's degree in business, communications, or a related field preferred.

Experience:

  • 5 – 10 years of experience in an administrative role, financial services is highly preferred.
  • Experience supporting multiple advisors and managing competing tasks and priorities.
  • Familiarity with Salesforce or other large CRM databases is strongly preferred.
  • Knowledge or interest in financial products and services.

Skills:

  • Strong organizational and multitasking abilities.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Ability to maintain confidentiality and handle sensitive information.
  • Creative thinking and problem-solving abilities.

Benefits:

Competitive salary based on experience.

Benefits package including employer-provided health insurance, 401(k) with employer match, and paid time off.

  • Administrative Support Specialist

    4 weeks ago

    Saint-Brieuc, Bretagne, United States Service Corporation International Full time

    At Service Corporation International, we're dedicated to celebrating lives and honoring those who have passed. As an Administrative Support Specialist, you'll play a vital role in supporting our funeral home, cemetery, and crematory operations. Your responsibilities will include providing administrative support, assisting with special projects, and resolving...

  • Administrative Support Specialist with Logistics Expertise

    4 weeks ago

    Saint-Brieuc, Bretagne, United States TIPPING POINT SOLUTIONS, INC. Full time

    Job OpportunityWe are seeking an experienced Administrative Support Specialist with Logistics Expertise to join our team at Tipping Point Solutions, Inc.Job SummaryThe successful candidate will provide administrative support to our National Training Center (NTC) team, including coordinating office operations, managing production of curriculum and courses,...

  • Administrative Support Specialist

    4 weeks ago

    Saint-Brieuc, Bretagne, United States Cayuse Holdings Full time

    Job OverviewCayuse Holdings, a leading provider of technology and government solutions, is seeking an experienced Administrative Assistant to support the Defense Health Agency's Joint Operations Center. As a key member of our team, you will provide administrative support to the Crisis Action Team Chief and assist with developing and maintaining SOPs, MOUs,...

  • Support Services Coordinator

    4 weeks ago

    Saint-Brieuc, Bretagne, United States Whiteford, Taylor & Preston LLP Full time

    Job Title: Support Services SpecialistLocation: Falls Church, VAJob Type: Full-Time, Non-ExemptAbout Us:We are a growing business and litigation law firm with approximately 175 attorneys in the Mid-Atlantic region. Our team's dedication to excellence has established us as a leader in the legal industry. We are currently seeking a highly skilled and...

  • Finance Specialist

    3 weeks ago

    Saint-Brieuc, Bretagne, United States Agil3 Technology Solutions (A3T) Full time

    Job Title: Finance SpecialistJob Summary:We are seeking a highly skilled Finance Specialist to join our team at Agil3 Technology Solutions (A3T). As a Finance Specialist, you will be responsible for maintaining office tasks and systems, performing payroll administration, accounts receivable, accounts payable, invoicing, and other administrative tasks.Key...

  • Help Desk Support Specialist

    4 weeks ago

    Saint-Brieuc, Bretagne, United States Twinn Intelligence Group Full time

    Twinn Intelligence Group is seeking a seasoned Help Desk Support Technician to join their team in the Tyson's Corner area of Virginia. Work schedule: M-F, 10am - 6pm. *** TS/SCI w Poly needed to begin work.*** Key Responsibilities: Provide Tier 1 and Tier 2 IT support on IT secure and unsecure systems and networks. Interact with service providers to...

  • Finance Specialist

    4 weeks ago

    Saint-Brieuc, Bretagne, United States Agil3 Technology Solutions (A3T) Full time

    Job DescriptionA3T is seeking a highly skilled Finance Specialist to support company operations by maintaining office tasks and systems. The ideal candidate will have experience in payroll administration, accounts receivable, accounts payable, invoicing, and other administrative tasks.Key ResponsibilitiesReview and validate accounts payable and receivable...

  • Endocrinologist Specialist

    4 weeks ago

    Saint-Brieuc, Bretagne, United States CPS Full time

    Job Title: Endocrinologist SpecialistCPS is seeking a highly skilled Endocrinologist Specialist to join our team. As an Endocrinologist Specialist, you will be responsible for diagnosing and treating a wide range of endocrine disorders, including diabetes, thyroid diseases, and metabolic disorders.Key Responsibilities:Diagnosis and Evaluation: Conduct...

  • Office Administrator

    4 weeks ago

    Saint-Brieuc, Bretagne, United States HR Full time

    Job Title: Office AdministratorCompany DescriptionHR.COACH is seeking a highly organized and detail-oriented Office Administrator to support the administrative function of a religious-based non-profit in the Falls Church, VA area. This role will serve as a vital link between the member congregation and the communities they serve.Key...

  • Administrative Assistant

    4 weeks ago

    Saint-Brieuc, Bretagne, United States Tuknik Government Services Full time

    TGS Job OpportunityJob Overview:Tuknik Government Services is seeking an experienced Administrative Assistant to support our government customer in Falls Church, VA. This role will provide comprehensive administrative support services for daily operations across the OCDAO's Missions Support Office.Key Responsibilities:Provides administrative support services...

  • Administrative Professional

    4 weeks ago

    Saint-Brieuc, Bretagne, United States BAE Systems USA Full time

    **Job Summary**BAE Systems USA is seeking an experienced administrative professional to provide support to the Senior Vice President of Strategy and Planning. The ideal candidate will have a proactive approach to problem-solving, strong organizational skills, and excellent communication skills.**Key Responsibilities**Provide analytical and specialized...

  • Administrative Professional

    4 weeks ago

    Saint-Brieuc, Bretagne, United States BAE Systems USA Full time

    Job Title: Executive AssistantJob Summary: We are seeking an experienced administrative professional to provide support to the Senior Vice President of Strategy and Planning and limited staff. The ideal candidate will have a proactive approach to problem-solving, strong decision-making skills, and excellent organizational and communication skills.Key...

  • Help Desk Support Specialist

    4 weeks ago

    Saint-Brieuc, Bretagne, United States Twinn Intelligence Group Full time

    Help Desk Support TechnicianTwinn Intelligence Group is seeking a seasoned Help Desk Support Technician to join their team in the Tyson's Corner area of Virginia. The ideal candidate will have experience providing Tier 1 and Tier 2 IT support on IT secure and unsecure systems and networks.Key Responsibilities:Providing IT support to users via phone, email,...

  • Benefits Administrator

    4 weeks ago

    Saint-Brieuc, Bretagne, United States Fairfax County Public Schools Full time

    Job SummaryThe Fairfax County Public Schools is seeking a highly skilled Benefits Administrator to join our team. As a key member of our Human Resources department, you will be responsible for the overall management of the administration of the Office of Benefits Services.Key ResponsibilitiesProvide day-to-day support and guidance on operational...

  • Oncology Specialist

    4 weeks ago

    Saint-Brieuc, Bretagne, United States CPS Full time

    Oncology SpecialistCPS is seeking a highly skilled Oncology Specialist to join our team. As an Oncology Specialist, you will be responsible for diagnosing and treating various types of cancer, as well as managing patient care and providing supportive services.Key Responsibilities:Diagnosis and Evaluation: Conduct thorough evaluations of patients with...

  • Legal Administrative Assistant

    4 weeks ago

    Saint-Brieuc, Bretagne, United States LHH Full time

    Legal Administrative Assistant OpportunityLHH Recruitment Solutions, in partnership with a leading Am Law firm in the Tysons, VA area, is seeking an experienced Legal Administrative Assistant to provide exceptional support to their team.This hybrid role offers a unique blend of in-office and remote work, with 3 days spent in the office. The ideal candidate...

  • Medication-Trained Support Specialist

    3 weeks ago

    Saint-Brieuc, Bretagne, United States Delta-T Group Inc. Full time

    Job DescriptionWe are seeking a highly motivated and compassionate individual to work as a Medication-Trained Direct Support Professional in the Northern Virginia area. This is a multifaceted role that involves being the direct support personnel and med aide for our client. In addition to administering medication, the person for this role needs to ensure...

  • Strategic Advisor Support Specialist

    3 weeks ago

    Saint-Brieuc, Bretagne, United States Talantage Full time

    Job Title: Strategic Advisor Support SpecialistAs a key member of the Talantage team, you will provide acquisition planning and strategic advice to the Program Executive Officer (PEO) Medical System (MC)/ Chief Information Officer (CIO) to develop new acquisition strategies and contracting approaches. This role requires expertise in Department of Defense...

  • Oncologist Specialist

    4 weeks ago

    Saint-Brieuc, Bretagne, United States CPS Full time

    Cancer Treatment SpecialistCPS is seeking a highly skilled Cancer Treatment Specialist to join our team. As a key member of our healthcare team, you will be responsible for diagnosing and treating patients with various types of cancer.Key Responsibilities:Diagnosis and Evaluation: Conduct thorough evaluations of patients with suspected or confirmed cancer...

  • Construction Contracting Specialist

    3 weeks ago

    Saint-Brieuc, Bretagne, United States Strongbow Strategies, LLC Full time

    Job OverviewStrongbow Strategies, LLC is seeking a highly skilled Contract Specialist II to join our team. As a key member of our procurement team, you will be responsible for providing acquisition planning and market research, preparing solicitation and contract documentation, and negotiating contracts with vendors.Key Responsibilities:Conduct market...