Financial Services Associate

Davenport & Co. • Richmond, VA

2d

About The Position

This position will be responsible for assisting the Financial Services Department with a wide variety of assignments that support departmental administrative and marketing efforts.

Requirements

• College degree
• Professional and service-oriented demeanor
• Strong organizational and problem-solving skills and attention to detail
• Ability to handle and prioritize multiple tasks within a stated deadline
• Ability to take direction and complete assignments with little supervision
• Proficient with Excel and other Microsoft Office products
• Desire to work in a team environment and the ability to thrive in a fast-paced and changing work environment

Responsibilities

• Assisting with inquiries and requests from Financial Advisors and Client Service Associates
• Processing and analyzing business requests relating to retirement plans, donor advised funds and other products supported by Financial Services
• Creating and maintaining internal forms and marketing pieces
• Maintaining the Financial Services intranet page
• Assisting with data gathering and entry for financial plans
• Assisting department members with special projects and meetings

Benefits

• safe harbor 401(k) contribution
• profit sharing plan
• disability and life insurance
• high-deductible health plan with an HSA
• on-site Health Center
• Paid Time Off
• elective dental and vision benefits
• wellness programs
• company sponsored volunteer opportunities during business hours

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees