Client Service Administrative Assistant

Edelman Financial Engines•Fairfax, VA

4d•Onsite

About The Position

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. 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