Overview
Part-Time Executive Assistant Jobs in Washington, DC at Relman Colfax PLLC
Description:
As a key member of our practice, the Client Relations Associate position will assume an important role in providing a variety of support to our clients and financial planning team. Day-to-day responsibilities may include maintaining accurate documentation, coordinating account transfers, scheduling and preparing for client meetings, and other duties as assigned. This opportunity is great for individuals who understand the importance of flexibility, customer service, and attention to detail in their work. This position will have exposure to many areas of financial planning as well as insight into running a small business.
Responsibilities
Preparation of new account paperwork for various custodians
Preparation of paperwork for account changes and transfers
Onboarding new clients, including loading client information into multiple software programs
Processing requests from advisors and clients
Suggesting and implementing process improvements
Reviewing agreements and being familiar with terms to ensure paperwork is in compliance
Monitoring and following-up on account specific alerts
Scheduling meetings
Maintaining client databases and reports for tracking purposes
Requirements:
Minimum of 5 years of administrative support experience
Microsoft Office proficiency (Word, Excel, Outlook, etc.
DocuSign knowledge a plus
Familiarity with wealth management and financial planning terminology preferred
Qualifications
Reliable and Honest
Professional verbal and written communication skills
Positive attitude
Highly detail-oriented with proficient organization skills
Proactive and adaptable
Ability to multi-task
Flexible
Team player with a “we’re all in this together” mindset
Company Description
Hungerford Wealth is a group of Financial Planning Advisors that emphasizes the true value of complete financial planning. We are an independent firm without the restrictions of a major corporation. We place our client’s best interests before our own, offering meaningful advice through in-depth planning. Our hope is to help our clients live their financial lives in harmony with what they value most. We offer a great environment for our team. We are small enough that every person on our team is essential, yet large enough to offer resources and opportunities for development.
Job Type: Full-time
Benefits:
401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Paid time off
Parental leave
Professional development assistance
Vision insurance
Schedule:
8 hour shift
Work Location: In person
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Title: Part-Time Executive Assistant
Company: Relman Colfax PLLC
Location: Washington, DC
