Located in Bethesda, MD
Pay: $45,000 +
Job Full Description
This individual is responsible for managing front desk operations, coordinating administrative functions, and supporting the firm’s leadership in creating a welcoming, efficient, and compliant workplace. The ideal candidate is polished, proactive, and thrives in a dynamic financial services environment.
Qualifications & Requirements
· High school diploma required; Associate’s or Bachelor’s degree preferred.
· Minimum 2 years of experience in a professional office setting, preferably in financial services or legal.
· Exceptional interpersonal skills with a client-first mindset and professional demeanor.
· Strong organizational and multitasking abilities; able to manage competing priorities.
· Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
· Experience with CRM systems, document management platforms, and scheduling tools.
· Excellent written and verbal communication skills.
· High attention to detail and accuracy in all tasks.
· Ability to maintain confidentiality and handle sensitive information with discretion.
· Self-starter with a proactive approach to problem-solving and continuous improvement.
· Comfortable working in a fast-paced, high-performance environment.
· Familiarity with financial terminology and basic compliance practices is a plus.
Tysons, VA
3246
7531 Leesburg Pike
Suite 202
Falls Church, VA 22043
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