Wealth-Management Office Support Specialist

Skillcloud HCM; Richmond (VA); On-site; USD 36,000 - 50,000; Full time

Benefits offered by this job

Pay range $36k–$50k

ESOP eligibility after 1 year

Comprehensive benefits

Community culture

Job summary

TCV Trust & Wealth Management in Richmond, VA seeks an Office Support Specialist to join the team and help provide reception and general office support. The role focuses on delivering efficient service, coordinating communications, and maintaining office operations in a confidential environment.

The position is office-based, 8:30am-5:00pm, with a pay range of $36,000-$50,000 and an ESOP eligibility after one year of service.

Qualifications

• Must possess friendly personality and excellent communication skills.
• Must demonstrate professionalism, maturity and proactive approach to responsibilities.
• High initiative and energy with commitment to accuracy and confidentiality.
• Proven ability to meet deadlines and deliver high-quality work.
• Proficiency in Microsoft Office, particularly Word, Excel and Outlook.
• Good understanding of company policies and procedures.
• Office based; 8:30am-5:00pm.

Responsibilities

• Welcomes clients and visitors in a courteous and professional manner.
• Receives and directs incoming telephone calls and routes them accordingly.
• Manages ordering and restocking of office and kitchen supplies.
• Monitors and routes incoming faxes.
• Coordinates storage retention and destruction with Iron Mountain.
• Communicates with the property management team regarding facility maintenance needs.
• Processes and distributes incoming and outgoing office mail; maintains log and returns mail as needed.
• Provides cross-functional support to Administration and Marketing using Word and Excel; maintains client contacts.
• Backups for Operations including check printing/distribution, FinCense and SEC 13F searches, wire transfer approval, and audit logs.

Skills

Communication skills

Microsoft Office

Professionalism

Initiative

Time management

Confidentiality

Tools

Microsoft Office

Job description

TCV Trust & Wealth Management in Richmond, VA seeks an Office Support Specialist to join the team and help provide reception and general office support. The role focuses on delivering efficient service, coordinating communications, and maintaining office operations in a confidential environment.

The position is office-based, 8:30am-5:00pm, with a pay range of $36,000-$50,000 and an ESOP eligibility after one year of service.