What are the responsibilities and job description for the Client concierge position at Philip Sessoms Financial Services?
Our growing financial services firm in Loudoun County, Virginia, is seeking a motivated Administrative Assistant to support our team in delivering exceptional client experiences! What You'll Do:· Manage daily office operations, including scheduling, correspondence, and client communications· Support financial advisors with client onboarding, paperwork, and follow-ups· Maintain accurate records and ensure compliance with industry regulations· Contribute to a positive, client-focused team environmentWho You Are:· Organized, detail-oriented, and proactive with strong communication skills· Proficient in Microsoft Office and comfortable with CRM systems· Life/health insurance license preferred (or willingness to obtain)· Passionate about supporting a financial services team in helping clients achieve their goalsWhy Join Us?· Competitive salary and benefits· Opportunity to grow in the financial services industry· Supportive team culture in a dynamic, client-driven firm· Located in vibrant Loudoun County, VA Location: Loudoun County, VirginiaReady to make a difference in financial services? Apply now or DM me to learn more! Let’s empower our clients’ financial futures together. #AdministrativeAssistant #Hiring #FinancialServices #LoudounCounty #VirginiaJobs
Salary : $25 - $35