Administrative Assistant (Financial Planning)
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Job Location:
Bethesda, MD - USA
Monthly Salary:
Not Disclosed
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Company Overview:
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals families and institutions. Located just outside of Washington D.C. the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning we show our commitment to inventive thinking and client service.
Our global macroeconomic outlook means we do much more than observe and follow trends. Instead we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional wayswith a singular focus.
Job Purpose/Summary of the Administrative Assistant (Financial Planning):
The Administrative Assistant (Financial Planning) will be responsible for providing administrative support to the Financial Planning group. Exceptional communication time management skills and organizational skills are crucial for this position.
Summary of Competitive Benefits & Perks:
- Health/Medical Insurance including Dental and Vision
- 401(k) with company match
- Paid time off
- Bonus/Target Incentive
- Tuition Reimbursement
- Complimentary usage of modern in-house fitness center
- On-premise full-service dining center discounts
- Discounts via the companys EAP
- Monthly Employee Recognition Programs
- Referral bonus
- Pre-tax transportation options
- Plus more!
Essential Job Functions of the Administrative Assistant (Financial Planning):
- Schedule meetings coordinate schedules with clients and other professionals and confirm meetings 24 hours in advance
- Arrange travel for prospect and client meetings
- Help planners track down client/prospect information and assist in entering data into Emoney Advisor
- Assist with meeting preparation (scheduling printing and binding)
- Answering telephones
- Preparing and maintaining client files
- Preparing and submitting expense reports
- Preparing correspondence for prospects and clients
- Processing mail
- Provide back-up support to other administrative positions within the firm
- Communicate clearly and effectively with clients; respond to their requests and work with them to resolve issues and meet their needs
- Maintain files prepare client review materials copies scans and faxes
- Organize documents and correspondence in client files
- Assist in logging meetings and meeting notes in the CRM system
- Help planners with meeting follow-up including following up with clients to ensure to-dos have been completed and asking clients for additional information as needed
- Maintain office supply inventory for the group and anticipate needs
- Other duties as assigned.
Provide effective confidential administrative support including:
Required Skills and Abilities of the Administrative Assistant (Financial Planning):
- Highly effective written and oral communication skills
- Excellent organizational skills and ability to prioritize multiple tasks
- Strong attention to detail
- Proficiency with Microsoft Office (Outlook Word Excel PowerPoint)
- Ability to handle confidential information appropriately
- Follow-through on outstanding items
- Ability to effectively interact with all levels of employees within the organization and with clients
Required Education / Experience of the Administrative Assistant (Financial Planning):
- Bachelors Degree or equivalent work experience
- Three to five years of relevant experience
Core Company Competencies:
- Excellence: Demonstrates a commitment to continuous improvement innovation and achieving the highest possible standards for performance.
- Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
- Ethics/Integrity: Demonstrates a commitment to integrity peer respect and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
- Teamwork: Demonstrates a commitment to collaboration mutual respect and shared responsibility in achieving common goals.
Core Job Competencies:
- Communication: Interact with employees at many levels of the organization and must have the ability to express ideas and information orally and in writing keeping in mind the intended audience.
- Written communication: Expressing ideas and opinions clearly in properly structured well-organized and grammatically correct reports or documents; utilizing language and terminology that is understandable for the reader.
- Customer focus: Knowing the (internal and external) customer business needs and acting accordingly; anticipating customer needs and giving high priority to customer satisfaction and customer service.
- Quality Orientation: Setting high standards regarding his/her work and working environment and acting accordingly; developing quality standards continuously evaluating performance products and procedures; actively seeking ways to improve quality.
- Attention to Detail: Taking responsibility for a thorough and detailed method of working.
- Initiative: Spotting opportunities within a circle of influence; anticipating threats and acting on them; self-starting rather than waiting passively until the situation demands action.
- Follow-up: The ability to develop and employ appropriate and timely follow-up procedures on job-related activities.
- Multitask: The ability to organize and conduct job-related activities in congruence with other activities and within acceptable timeframes in order to meet established deadlines.
- Teamwork: Working as a productive member of a cohesive group toward a common goal and contributing to team development and effective team dynamics
Working Conditions/Physical Requirements of the Administrative Assistant (Financial Planning):
- This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer
$65000 - $80000 a year
The actual base pay offered is determined by several variables including as appropriate the applicants qualifications for the position years of relevant experience distinctive skills level of education attained certifications or other professional licenses held. Base pay is one component of Chevy Chase Trusts total compensation package which also includes access to or eligibility for healthcare benefits a 401(k) plan short-term and long-term disability coverage basic life insurance bonus plans and more. Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees unique skillsets and ensure that all employees have an equal opportunity to grow and advance. If you are a candidate in need of assistance or an accommodation in the application process please contactemailprotectedor . Equal Opportunity Employer/Veterans/Disabled
The actual base pay offered is determined by several variables including as appropriate the applicants qualifications for the position years of relevant experience distinctive skills level of education attained certifications or other professional licenses held. Base pay is one component of Chevy Chase Trusts total compensation package which also includes access to or eligibility for healthcare benefits a 401(k) plan short-term and long-term disability coverage basic life insurance bonus plans and more.
Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
If you are a candidate in need of assistance or an accommodation in the application process please contactemailprotectedor .
Equal Opportunity Employer/Veterans/Disabled
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
Junior IC
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
About Company
"Founded in 1892, B. F. Saul Company has been one of the most successful privately-owned real estate companies in the United States. Our growth has been the result of a commitment to exacting standards and the belief that knowledge of the marketplace, when paired with the ability to c ... View more
