Client Service Administrative Assistant (Ashburn, VA) Edelman Financial Engines Ashburn

Title Client Service Administrative Assistant (ashburn, Va)
Date 2020
Company Edelman Financial Engines
City Ashburn

Short Description :

The appropriate employee, and distribute messages as appropriate Today, we are Americas top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barrons2 with 170+ planner offices across the country and entrusted by more than ,…

Full Description :

At , we believe every hardworking American deserves to move their financial life forward, and we’re growing our team, so we can help more clients every day.

As a Client Service Administrative Assistant for our Loudoun County (Ashburn), VA location, you’ll provide floating administrative support to one or more Financial Planning teams and acts 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.

We are looking for someone with administrative experience to help us deliver superior service by building and nurturing the client relationship, as well as performing all related office management functions. If you have exceptional client service and communication skills, with a good understanding of finance, this may be the opportunity for you!

Requirements:

  • Assist and administratively support Planning team(s) with client/paperwork issues to include preparing/processing paperwork and processing checks
  • Provide excellent service and maintain client satisfaction
  • Assist with follow-up on all checks and paperwork processed ensuring accounts are opened and funded in a timely manner
  • Assist with general mailing and scanning procedures
  • Assist with the pick-up and delivery of express mail services (USPS, UPS, etc.)
  • Serve as back-up to the planning team when needed, which includes: answering all incoming calls for Planners, route calls to the appropriate employee, and distribute messages as appropriate
  • Attend and assist with coordination of company seminars by registering attendees, ensuring necessary supplies are on hand, and set-up/tear-down is complete
  • Assist with any company project or activity and attend functions as required
  • Other administrative duties as required and assigned

Responsibilities:

  • 2-3 years minimum experience within the financial services industry, preferably with a Registered Investment Advisor or broker/dealer
  • Bachelor's degree or equivalent industry experience preferred
  • Excellent communication and interpersonal skills
  • Proficient with Microsoft Windows and Office
  • Dependable/punctual
  • Attention to detail
  • Excellent organizational skills
  • Ability to multi-task
  • Adaptability — the individual adapts to changes in the work environment, manages competing demands, and is able to deal with frequent change, delays, or unexpected events
  • Ability to work in a team environment is essential
  • Ability to work independently on assigned tasks, as well as to accept direction on given assignments

About

Since 1986, has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron’s2 with 170+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $213 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows to deliver the personal plan and financial confidence that everyone deserves.

For more information, visit www.EdelmanFinancialEngines.com and www.FinancialEngines.com

© 2019 ™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jill O’Connell (857-305-8555 or joconnell[at]edelmanfinancialengines.com) with any questions.

encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 1 Ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2 The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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