Overview
Executive Assistant & Sales Coordinator Jobs in Washington, DC at MissionSquare
Headquartered in Broomfield, Colorado, AdvisorLaw provides nationwide representation to hundreds of financial advisors and wealth managers. We exclusively advocate on behalf of the interests of the
individual advisors –never for the investor or broker-dealer. The majority of our clients are motivated to call us to handle the reporting or removal of customer dispute disclosures, termination-related allegations after departure from their firm, regulatory compliance, increased economic value, recruiting/placement reasons, practice valuation/acquisition, RIA creation, RIA ongoing compliance, or to avoid regulatory fines, suspensions, license revocations, and more.
AdvisorLaw is a fast-growing company seeking individuals who enjoy doing impactful work in a casual business environment.
AdvisorLaw is an equal-opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status, or any other status protected by applicable law.
POSITION SUMMARY:
The Executive Assistant will be responsible for providing support to the Chief Operating Officer, Managing Associate and the President & Founder. This position plays a key role in supporting daily operations, ensuring financial accuracy, and providing high-level support across multiple departments. This position requires strong attention to detail, the ability to manage competing priorities, and excellent communication skills to ensure smooth operational and administrative processes.
ESSENTIAL FUNCTIONS:
● Updates daily revenue tracker and monthly partner payment reconciliations.
● Processes and records daily recurring receipts, ensuring accurate and timely updates to client accounts.
● Monitors client funds at case checkpoints.
● Maintains organized filing systems for departmental records and reports.
● Tracks deadlines and deliverables, providing reminders and follow-up support as needed.
● Assists with tracking KPIs, performance dashboards, project milestones, and internal reporting tied to company operations.
● Supports operational workflows by identifying inefficiencies and assisting with process improvement initiatives.
● Conducts research and compiles data to support decision-making and strategic planning.
● Helps coordinate vendor relationships, internal workflows, and key procedural updates.
● Supports coordination of internal audits, process documentation, and departmental SOPs.
● Provides administrative support to Managing Associate as needed, including routinely reviewing and following up on deadlines, calendar appointments and other related tasks.
● Provides coverage to administrative law assistants as necessary, including professionally communicating with clients and monitoring deadlines relating to Arbitration hearings.
● Provides onboarding coverage as necessary, including drafting and sending client contracts as well as running client payments.
● Assists with travel arrangements for employees, including booking hotels and transportation.
● Supports data collection initiatives, special projects, and ad hoc assignments under the direction of the COO, the EVP, and/or the President & Founder.
QUALIFICATIONS & SKILLS:
Two years of full-time related work experience.
Preferred: Bachelor’s degree and experience in the financial industry.
Must have a positive attitude and generally, “play well with others” demeanor.
Must have strong attention to detail and efficient organizational and time management skills.
Can apply logical thinking to define problems, collect data, and draw valid conclusions.
Excellent verbal and written communication skills, with demonstrated ability to articulate relevant information in a concise manner.
Demonstrated ability to work efficiently and independently with minimal supervision.
Exceptional interpersonal skills with experience working with diverse teams and/or audiences.
Self-starter, proactive, creative thinker, and problem solver.
High level of integrity, and respect for confidential and sensitive information.
CULTURE/ENVIRONMENT:
Casual, fun, drama-free work environment.
Frequent computer work at a fast pace in a normal office environment.
Flextime between 6 am and 6 pm, Monday through Friday.
PHYSICAL DEMANDS
Mobility among workstations.
Lifting office supplies and setting up workstations (if necessary).
ADA: AdvisorLaw will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.
BENEFITS & PERKS
● Discretionary performance bonuses
● 15 days PTO per calendar year plus 10 Market Holidays – (Unlimited PTO after 5 years of employment)
● Health insurance options including supplementary benefits and HSA/FSA options.
● Flexible work hours.
● No cost gym membership.
● 401(k) Retirement Savings & Employer Match (eligibility after 1 year of employment).
The application deadline for this position is April 25th, 2025, unless the position is filled earlier.
Job Type: Full-time
Pay: $57,000.00 – $63,000.00 per year
Benefits:
401(k)
Dental insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance
Schedule:
Monday to Friday
Application Question(s):
If you were a pint of ice cream, what kind would you be and why?
Experience:
relevant: 1 year (Preferred)
Work Location: Hybrid remote in Broomfield, CO 80021
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Title: Executive Assistant & Sales Coordinator
Company: MissionSquare
Location: Washington, DC
