Client Service Administrative Assistant
About this role
As a Client Service Administrative Assistant in our Fairfax, VA office, you’ll provide floating administrative support to one or more Financial Planning teams and act 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. This will be a resident role, requiring you to work in the office 5 days a week.
We are looking for someone who will provide a welcoming experience for clients and visitors while supporting Planning Teams with administrative, client service and office operations activities. This role helps ensure the office runs efficiently while delivering a high level of service to both internal and external clients.
Responsibilities:
- Serve as the first point of contact for all visitors, providing professional and welcoming office experience
- Support Planning teams with administrative and client service needs, including preparing and processing client paperwork and checks
- Track and follow up on submitted paperwork and checks to help ensure timely account opening and funding
- Prepare, distribute and manage incoming and outgoing mail, packages, parking validations, marketing materials and other office-related items
- Assist with scanning, mailing, filing and other client and prospect correspondence
- Provide back-up administrative support to the Planning teams, including answering and routing incoming calls and taking messages
- Coordinate office supply orders and serve as a liaison with Facilities and other office support vendors
- Maintain the appearance and organization of reception area, conference rooms, and shared office spaces
- Deliver exceptional client service while helping maintain a positive client experience
- Support office events, projects, and other business activities as needed
Requirements:
- 1-2 years of client service, administrative support or related experience
- Bachelor's degree: business or financial field preferred
- Strong client service, interpersonal, verbal and written communication skills
- High attention to detail and ability to produce accurate work
- Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines
- Comfortable working in a fast-paced environment and adapting to changing priorities
- Ability to handle sensitive and confidential information with discretion
- Proficiency with Microsoft Office and other business technology tools
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Company at a glance
For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.
Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024).
Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement.
In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.
Top Benefits
- Health Insurance
- Dental Insurance
- Wellness Plans
- 401(k) Contributions
- Discretionary Bonus
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