Client Services Admin for Financial Planning Teams

Edelman Financial Engines; Fairfax (VA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Discretionary bonus

Health plan

Dental plan

401(k) contributions

Job summary

Edelman Financial Engines in Fairfax, VA is seeking a Client Service Administrative Assistant to provide floating administrative support to Financial Planning teams and serve as a liaison with clients and internal contacts at all levels. This resident role requires you to work in the office five days a week.

You will welcome clients, support Planning teams with paperwork and checks, and help ensure timely account openings and funding while delivering high-quality service.

Qualifications

• 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.

Responsibilities

• Serve as the first point of contact for visitors, providing a 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 liaise with Facilities and other office support vendors.
• Maintain 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

Skills

Client service

Interpersonal skills

Verbal communication

Written communication

Attention to detail

Organizational skills

Prioritization

Discretion with confidential info

Microsoft Office

Adaptability

Education

Bachelor’s degree preferred (business/financial)

Tools

Microsoft Office

Job description

Edelman Financial Engines in Fairfax, VA is seeking a Client Service Administrative Assistant to provide floating administrative support to Financial Planning teams and serve as a liaison with clients and internal contacts at all levels. This resident role requires you to work in the office five days a week.

You will welcome clients, support Planning teams with paperwork and checks, and help ensure timely account openings and funding while delivering high-quality service.