Located in Bethesda, VA
Pay: $55,000+
Job Full Description
This individual will manage a wide range of administrative, operational, and client-facing responsibilities, ensuring seamless execution of financial transactions, regulatory compliance, and a superior client experience. The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced, collaborative environment.
Qualifications & Requirements
· Bachelor’s degree in finance, Business Administration, or related field preferred; Associate’s degree required.
· Minimum 3 years of experience in financial services, wealth management, or investment operations.
· Strong understanding of financial instruments, account types, and transaction processing.
· Proficiency in financial software platforms (e.g., CRM systems, portfolio management tools, trading platforms).
· Advanced skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
· Exceptional written, verbal, and interpersonal communication skills.
· Demonstrated ability to prioritize tasks, manage multiple projects, and meet deadlines.
· High level of professionalism, discretion, and client-first mindset.
· Strong analytical and problem-solving skills.
· Ability to work independently and collaboratively across departments.
Tysons, VA
3246
7531 Leesburg Pike
Suite 202
Falls Church, VA 22043
Apply Now Email Us