Administrative Assistant

GemHarvest
Full Time
Arlington, VA 22207
$55,000 - $65,000 a year
Posted
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Job description

Administrative Assistant
Multi-Billion Independent Wealth Management Firm
Arlington, VA

Overview
Multi-Billion dollar Independent Wealth Management Firm serving high net worth clientele seeks an Administrative Assistant to support clients by taking initiative to service their insurance, annuity and 401 (k) plan needs.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

  • Serve as a key client contact for insurance and annuity data gathering, applications, and meeting scheduling
  • Provide an excellent client experience for high net worth clients, building and maintaining client relationships
  • Participate in the growth of a dynamic and growing, independent RIA by servicing client needs
  • Strong culture of teamwork, integrity, work life balance and personal and professional development
  • Competitive compensation package including benefits and revenue share

Requirements

  • Associate Degree or Bachelor’s Degree
  • Track record of professionalism, adaptability, attention to detail, and time management
  • Interest in Financial Services
  • Life and Health Insurance Licensing is a plus

Job Type: Full-time

Salary: $55,000.00 - $65,000.00 per year

Benefits:

  • 401(k)
  • Health insurance
  • Paid time off

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Arlington, VA 22207: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Associate (Required)

License/Certification:

  • Life Insurance License (Preferred)
  • Health Insurance License (Preferred)

Work Location: In person

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