Financial Administrative Assistant
3 weeks ago
We are seeking a highly organized and detail-oriented Financial Administrative Assistant to join our team at Kingsguard Capital. As a key member of our team, you will play a vital role in ensuring the smooth operation of our office and providing exceptional support to our advisors.
Your primary responsibilities will include scheduling client meetings, managing paperwork, and maintaining an organized filing system. You will also assist our advisors with client communications, maintain records, and ensure our clients always feel they're in good hands.
If you have a knack for organization, strong communication skills, and a willingness to learn, we want to hear from you. Familiarity with financial services is a plus, but a commitment to excellence is what truly counts.
Estimated Salary: $52,000 - $62,000 per year
About Kingsguard Capital
Through a customized, holistic, and collaborative approach to financial planning, we help families protect and grow their retirements. Honesty, integrity, and reliability guide our organization as an independent advisory firm.
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Financial Services Coordinator
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Glen Allen, Virginia, United States Kingsguard Capital Full timeJob OverviewWe are seeking a highly organized and detail-oriented Financial Administrative Assistant to join our team at Kingsguard Capital. As a key member of our team, you will be responsible for providing exceptional client service, handling administrative tasks, and maintaining accurate records.
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