Wealth Management Administrative Assistant

Burke & Herbert Bank & Trust • Alexandria, VA

19h • $22 - $30 • Onsite

About The Position

This position is primarily responsible for supporting the business management activities of the Wealth Management leadership team. This position will report to the Head of Wealth Management and support key functions related to sales and service.

Requirements

• Must be familiar with the needs of the office including MS Office, mail management, time-card oversight, supplies and equipment, vendor coordination, etc.
• Requires the ability to interact with high net-worth clients and collaborate with the team regarding various aspects of business management.
• Excellent written and verbal communication skills.
• Strong analytical and organizational skills.
• Computer literacy required, with an emphasis on using spreadsheet applications along with the ability to learn and develop proficiency using new programs (e.g., financial research, document imaging and other proprietary applications).

Nice To Haves

• Familiarity with financial services preferred.
• College degree preferred.

Responsibilities

• Serve as office manager for the Wealth Management department
• Completion of tasks related to internal and external communication.
• Gathering and reporting information relevant to business performance
• Coordinating internal meetings and external events.
• Help the professional staff cultivate and grow client relationships by preparing financial plans and presentations.
• Perform other duties as assigned.

Benefits

• Overtime paid at one and one-half times the normal hourly rate for any hours worked in excess of 40 in a work week.
• Bonuses or incentive pay, where applicable.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED