Wealth Management Office & Client Services Specialist

Burke & Herbert Bank & Trust; Alexandria (VA); On-site; USD 30,000 - 41,000; Full time

Job summary

The position reports to the Head of Wealth Management and focuses on office management, communications, and reporting. Local travel may be required, with a pay range disclosed for Northern Virginia.

Qualifications

• High school diploma or equivalent required.
• Familiarity with financial services preferred.
• Excellent written and verbal communication skills.

Responsibilities

• Serve as office manager for the Wealth Management department.
• Handle internal and external communication tasks.
• Gather and report information related to business performance.
• Coordinate internal meetings and external events.
• Assist staff in cultivating client relationships by preparing financial plans and presentations.

Skills

MS Office

Communication

Analytical skills

Organizational skills

Office coordination

Education

High school diploma or equivalent

Tools

Spreadsheet software

Document imaging

Proprietary applications

Job description

The position reports to the Head of Wealth Management and focuses on office management, communications, and reporting. Local travel may be required, with a pay range disclosed for Northern Virginia.