Administrative Assistant

One Day In July | Financial Advisors; Burlington (VT); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

401k plan

401k match

Mac laptop

Sit-stand desk

Paid vacation

Disconnection from work on vacation

Job summary

One Day In July, a fiduciary investment advisory firm headquartered in Burlington, VT, seeks an Administrative Assistant to support Compliance and Operations. You will handle front-desk reception, client communications, and daily administrative tasks with on-the-job training available.

No prior financial industry experience is required; you’ll learn on the job. The role emphasizes attention to detail, organization, and proactive problem-solving in a fast-growing office environment.

Qualifications

• Detail-oriented with strong organizational skills.
• Excellent written and verbal communication.
• Ability to adapt to changing priorities.
• Willingness to learn; on-the-job training provided.
• Ability to maintain confidentiality.

Responsibilities

• Coordinate the purchase and organization of office supplies.
• Prepare outbound mail to clients and distribute incoming mail.
• Serve as Front Desk Reception, greet guests and assist them for meetings.
• Field incoming calls from prospective and existing clients.
• Prepare for client meetings, ensuring paperwork is printed and ready.
• Update client records and organize communications.
• Identify anomalies or errors and take corrective action.
• Organize a large amount of paperwork and digital files.
• Coordinate communications and workflows with Advisors and others in the firm.

Skills

Administrative support

Front desk

Communication

Organization

Attention to detail

Customer service

Tools

Microsoft Office

Email/CRM systems

Job description

Headquartered in Burlington, Vermont, One Day In July is a rapidly growing investment firm committed to distrusting the financial industry with a focus on reducing fees and improving portfolio performance for investors.

One Day In July provides investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States. Our growth has been rapid, and we are expanding the team to help ensure the firm can continue to meet its high standards for excellent client service while remaining in compliance with all applicable regulations. We are fiduciaries on all client accounts.

Click here to read about our firm's culture and priorities.

Job Description

As an Administrative Assistant at One Day In July, you will be responsible for various administrative duties to support the firm, including working closely with our clients and Compliance and Operations teams.

You do not need prior financial industry experience, though you should demonstrate why you are exceptional in your application. We will provide on-the-job training.

In this role, you will:

• Coordinate the purchase and organization of office supplies.
• Prepare outbound mail to be sent to clients and distribute incoming mail internally.
• Serve as “Front Desk Reception,” greeting guests to the office and assisting them in settling in for their meetings, receiving packages, etc.
• Field incoming calls from both prospective and existing clients.
• Prepare for client meetings, including making sure all necessary paperwork is printed and ready.
• Update client records and organize communications.
• Identify various anomalies or errors and take corrective action as needed.
• Organize a great deal of paperwork and digital files.
• Coordinate communications and workflows with Advisors and others in the firm.

A strong candidate will:

• Maintain a high standard for attention to detail.
• Possess excellent communication skills, both written and verbal.
• Have excellent organizational skills.
• Be proactive: identify opportunities and problems and take them to the next level without being asked.
• Be able to “wear multiple hats” and quickly adapt to changing priorities.
• Focus on processes and controls with the ability to understand and assess risk.
• Possess a positive attitude, tremendous grit, and ability to prioritize.
• Have a commitment to maintaining confidentiality and ethical standards.

What's in it for you?

• Feel great about offering an honest, transparent solution to Vermonters and Americans trying to save for retirement. One Day In July is a fiduciary: we are legally and ethically obligated to act in our clients’ best interest. (Only 12% of people registered with the securities industry are registered in a way that requires them to be fiduciaries on all accounts.1)
• Win on price: our prices tend to be lower than many of our competitors' prices. It is fun to be in a firm that is winning and taking market share.2
• You will be exposed to many different aspects of an investment advisory firm. In addition to reviewing the work the advisors and investment desk are doing for clients, you will also be involved in marketing, software development, and various operational aspects of the firm.
• Build a solid foundation for understanding the complex realm of regulatory requirements and compliance best practices applicable to Registered Investment Advisory firms.
• Join an established but rapidly growing firm.
• Enjoy a low-meeting culture.
• Be part of a friendly, hardworking team that prides itself on mutual respect for one another.
• Develop mastery of subject areas that help clients and other employees.
• Enjoy a beautiful office near the Burlington waterfront.
• $55,000+ commensurate with experience.
• This job is full time.
• This job is primarily in-person in Burlington, Vermont.
• 401k plan with low-cost index funds and One Day In July strategy embedded. No high fee funds (this matters greatly, as you’ll learn if you work here)! Available after meeting eligibility requirements.
• 401k match. Available after meeting eligibility requirements.
• An excellent Mac laptop with a fast processor and retina screen, a sit-down / stand-up desk, plenty of space to work comfortably, relatively private work areas, and other resources for top productivity. Our employees are not cogs in a machine and we don’t treat them that way.
• Paid vacation. Number of weeks commensurate with experience. Includes the luxury of being required (yes, required) by the firm’s founder to disconnect from work on your vacation days.

We respond to all diligent applicants. We keep all applications private.

One Day In July LLC is an equal opportunity employer.

1. “FINRA 2024 Industry Snapshot” FINRA, Dec 13, 2024

2. Source: The Kitces Report, "2024 Financial Planner Productivity Study" Retrieved 10 May 2025. The statement applies to clients with at least $150,000 in assets under management. Clients with lower assets under management are subject to a minimum annual advisory fee that may not be lower than that of our competitors'.