Client Service Administrative Assistant
About The Position
As a Client Service Administrative Assistant in our Fairfax, VA office, you’ll provide floating administrative support to one or more Financial Planning teams and act as a liaison between clients and internal contacts at all levels of the organization. This individual will also provide general office support with a variety of clerical activities and related tasks. This will be a resident role, requiring you to work in the office 5 days a week. We are looking for someone who will provide a welcoming experience for clients and visitors while supporting Planning Teams with administrative, client service and office operations activities. This role helps ensure the office runs efficiently while delivering a high level of service to both internal and external clients.
Requirements
- 1-2 years of client service, administrative support or related experience
- Bachelor's degree: business or financial field preferred
- Strong client service, interpersonal, verbal and written communication skills
- High attention to detail and ability to produce accurate work
- Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines
- Comfortable working in a fast-paced environment and adapting to changing priorities
- Ability to handle sensitive and confidential information with discretion
- Proficiency with Microsoft Office and other business technology tools
Responsibilities
- Serve as the first point of contact for all visitors, providing professional and welcoming office experience
- Support Planning teams with administrative and client service needs, including preparing and processing client paperwork and checks
- Track and follow up on submitted paperwork and checks to help ensure timely account opening and funding
- Prepare, distribute and manage incoming and outgoing mail, packages, parking validations, marketing materials and other office-related items
- Assist with scanning, mailing, filing and other client and prospect correspondence
- Provide back-up administrative support to the Planning teams, including answering and routing incoming calls and taking messages
- Coordinate office supply orders and serve as a liaison with Facilities and other office support vendors
- Maintain the appearance and organization of reception area, conference rooms, and shared office spaces
- Deliver exceptional client service while helping maintain a positive client experience
- Support office events, projects, and other business activities as needed
Benefits
- health, dental and other wellness plans
- 401(k) contributions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
