Client Services Admin: In-Office Support & Front Desk

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

Job summary

Edelman Financial Engines, LLC in Fairfax, VA is seeking a Client Service Administrative Assistant to provide floating administrative support to Financial Planning teams and act as a liaison between clients and internal contacts. This resident role requires five days in the office and a focus on delivering high-quality client service.

The role emphasizes administrative tasks, client paperwork processing, and coordination with Facilities and other office vendors, with a bachelor’s degree

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.
• Proficiency with Microsoft Office and other business technology tools.

Responsibilities

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

Administrative support

Communication

Attention to detail

Organization

Microsoft Office

Discretion

Education

Bachelor's degree in business or financial field

Tools

Microsoft Office

Job description

Edelman Financial Engines, LLC in Fairfax, VA is seeking a Client Service Administrative Assistant to provide floating administrative support to Financial Planning teams and act as a liaison between clients and internal contacts. This resident role requires five days in the office and a focus on delivering high-quality client service.

The role emphasizes administrative tasks, client paperwork processing, and coordination with Facilities and other office vendors, with a bachelor’s degree