Account Administrator

Kanawha Capital Management, LLC; Richmond (VA); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with profit-sharing

Short and long-term disability coverage

Paid time off

Job summary

A well-established investment firm in Richmond, Virginia, is seeking an Account Administrator to enhance operational efficiency and client communication. The ideal candidate will have strong multitasking skills and a problem-solving mindset. A competitive salary with performance-based bonuses and comprehensive benefits package are offered.

Qualifications

• 1-2 years of experience in customer service or operations within the wealth management industry is preferred.
• Experience with electronic signature programs such as DocuSign is required.
• Strong written and verbal communication skills are essential.

Responsibilities

• Communicate effectively with clients via phone, email, and in-person interactions.
• Leverage technology to streamline operations.
• Assist in preparing quarterly performance reports.

Skills

Communication skills

Technology proficiency

Organizational skills

Attention to detail

Teamwork

Tools

Microsoft 365

DocuSign

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from Kanawha Capital Management, LLC

Job Title: Account Administrator

Location: Richmond, Virginia

Kanawha Capital Management is a well-established, SEC-registered investment adviser located in

Richmond, Virginia. With over $1.5 billion in assets under management, we have been delivering

personalized wealth and investment management services to high-net-worth individuals and families for more than thirty years.

Position Overview:

We are seeking an Account Administrator to join our team. The ideal candidate is a successful multitasker with excellent communication skills, a problem-solving mindset, and an ability to enhance operational efficiency through technology.

Key Responsibilities

• Communicate effectively with clients via phone, email, and in-person interactions

• Leverage technology and software tools to streamline operations and enhance the client

experience

• Organize and prioritize tasks across various operational functions

• Fulfill client service requests (e.g. new account setup, cash journals, charitable contributions, and required minimum distributions)

• Assist in preparing quarterly performance reports and materials for client review meetings

Qualifications & Attributes

• 1-2 years of experience in customer service or operations within the wealth management industry (preferred)

• Proficiency in Microsoft 365 (Outlook, Word, Excel, PowerPoint)

• Experience in DocuSign or similar electronic signature programs

• Strong attention to detail with excellent written and verbal communication skills

• Collaborative team player with a positive attitude and willingness to learn

• Highly organized, adaptable, and dependable

We offer a competitive base salary with the potential for performance-based bonuses. Our comprehensive

benefits package includes:

• Medical, dental, and vision insurance

• 401(k) retirement plan with employer profit-sharing contributions

• Short and long-term disability coverage

• Paid time off

How to Apply

Please email your cover letter and resume to [e-mail].

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Investment Management and Financial Services

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