Administrative Assistant (Financial Planning)

B.F. Saul Company • Bethesda, MD

14d • $65,000 - $80,000 • Onsite

About The Position

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)
• 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.

Benefits

• Health/Medical Insurance including Dental and Vision
• 401(k) with company match
• Paid time off
• Bonus/Target Incentive
• Tuition Reimbursement
• Complimentary usage of modern in-house fitness center
• On-premise full-service dining center discounts
• Discounts via the company’s EAP
• Monthly Employee Recognition Programs
• Referral bonus
• Pre-tax transportation options
• Plus more!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees