Administrative Assistant (Financial Planning)

B.F. Saul Company•Bethesda, MD

12d•$65,000 - $80,000•Onsite

About The Position

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus. The Administrative Assistant (Financial Planning) will be responsible for providing administrative support to the Financial Planning group. Exceptional communication, time management skills, and organizational skills are crucial for this position.

Requirements

Highly effective written and oral communication skills
Excellent organizational skills and ability to prioritize multiple tasks
Strong attention to detail
Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint)
Ability to handle confidential information appropriately
Follow-through on outstanding items
Ability to effectively interact with all levels of employees within the organization and with clients
Bachelor’s Degree or equivalent work experience
Three to five years of relevant experience

Responsibilities

Schedule meetings, coordinate schedules with clients and other professionals, and confirm meetings 24 hours in advance
Arrange travel for prospect and client meetings
Help planners track down client/prospect information and assist in entering data into Emoney Advisor
Assist with meeting preparation (scheduling, printing, and binding)
Provide effective, confidential administrative support including: Answering telephones, Preparing and maintaining client files, Preparing and submitting expense reports, Preparing correspondence for prospects and clients, Processing mail
Provide back-up support to other administrative positions within the firm
Communicate clearly and effectively with clients; respond to their requests and work with them to resolve issues and meet their needs
Maintain files, prepare client review materials, copies, scans and faxes
Organize documents and correspondence in client files
Assist in logging meetings and meeting notes in the CRM system
Help planners with meeting follow-up, including following up with clients to ensure to-dos have been completed and asking clients for additional information as needed
Maintain office supply inventory for the group and anticipate needs
Other duties as assigned.