Job Postings

Client Support/Admin Assistant (Part-Time)

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Vienna, VA
Job Type
Direct Hire
Aug 08, 2017
Job ID
Strategic financial advisory firm providing sound financial solutions for individuals, families, and business owners seeks a Client Support/Admin Assistant to work with them in their Vienna, VA office.
Company: Strategic financial advisory firm
Location: Vienna, VA
Job Type: Direct Hire
Hours/Schedule: 30 hours/week, on site
Rate: $25/hr 
Job Description: Provide excellent customer service and Advisor support as needed.
  • Work with clients to ensure proper account opening procedures and documentation
  • Provide account information to clients and Advisors and maintain client relationships
  • Provide excellent telephone coverage including ability to manage priorities; handle urgent calls with professionalism and good judgment
  • Comply with all industry rules and regulations and firm policies
  • Order, maintain and stock office supplies
  • Establish and cultivate relationships with clients and proactively helping to resolve issues and concerns
  • Create and process forms
  • Maintain client records and files
  • Various administrative duties such as handling incoming phone calls, scheduling appointments, mailing, scanning, and filing

  • 5 years of relevant experience
  • Financial industry and product knowledge preferred
  • Proficient in Word, Excel, Outlook, and strong computer skills, working knowledge of the internet
  • Excellent written and verbal communication skills
  • Able to prioritize workload in order to manage time effectively, complete work within deadlines and produce accurate results
  • Excellent Attention to Detail is a MUST
  • Superior interpersonal, organizational, and client service skills
  • Able to work independently and multi-task