What are the responsibilities and job description for the Administrative Assistant position at Reston Wealth Management?
An independent wealth management firm is seeking a sharp, personable, and reliable administrative assistant to join our top-notch operations team ASAP.
Duties
As our office administrative assistant, you’ll be responsible for helping keep the office running smoothly, as well as greeting our clients and making them feel welcome. This will include tasks such as closing the office every day, working with vendors and managing supplies, contacting clients to schedule their meetings, depositing checks, preparing reports for meetings, scanning, shredding, shipping and helping to keep the office running.
Requirements
· Minimum of 2 years in a client facing, administrative role, preferably in the financial services industry.
· An associate’s degree or higher.
· Personable, with top notch client service, phone manners, communication, and relationship building skills.
· Meticulous, dependable, and punctual.
· High level of technological proficiency, including intermediate Excel skills and ability to pick up new technologies quickly.
· Energetic team player who’s willing to pitch in, be flexible, and wear multiple hats when necessary.
· Resourcefulness and good problem solving abilities.
Nice to Have
· Preference will be given to candidates who demonstrate above average technological skills.
· Experience with Salesforce and/or Orion Advisor
· Experience in marketing, graphic design or web design would be a plus, but not required.
What’s in it for you?
· A small, close-knit, fun-loving team of people to work with who love serving our clients well.
· Excellent work-life balance, with a flexible part-time schedule of 15 hours per week.
· Quarterly team building outings.
· Modern office with covered parking located ½ mile from the Reston-Wiehle metro stop.
Fingerprinting, background checks and proof of authorization to work in the U.S. without restriction as to duration will be required if you’re successful. We are not able to provide visa sponsorship. Only applicants meeting the criteria outlined above will be contacted as part of the shortlisting process.
To apply submit your resume and cover letter explaining why you're a great match for the role. No phone calls, please.
Job Type: Part-time
Pay: $20.00 - $25.00 per hour
Work Location: In person
Salary : $20 - $25