Administrative Assistant – Learn, Grow, Contribute

We are a growing independent financial planning firm based in Vienna, VA that offers a fun environment, great benefits, and the opportunity to help others.

Egan, Berger and Weiner, LLC is one of the leading financial planning firms in the area and is often featured in national media such as CNBC, the Wall Street Journal, USA Today and others. As an independent firm, we put our clients first.

We are seeking a highly organized and detail-oriented Administrative Assistant to join our team. The pay range is between $50,000 and $55,000 depending on experience. The ideal candidate will provide comprehensive administrative support to ensure the smooth operation of our office. This role requires excellent communication skills, a proactive approach, and the ability to handle multiple tasks efficiently. This is a full-time, in office position.

Key Responsibilities:

Client Support: Assist with client communications, scheduling appointments, and preparing meeting materials.
Document Management: Handle the preparation, filing, scanning and retrieval of documents, ensuring confidentiality and accuracy.
Data Entry: Input and update client information in our database with a high level of accuracy.
Correspondence: Draft and proofread emails, letters, and other communications.
Scheduling: Coordinate and schedule meetings, appointments, and travel arrangements for team members.
Team Collaboration: Work closely with other team members to support various administrative needs and projects.

We offer:

Full benefits and a generous 401(k) match
Bonus incentive plan
Paid time off
Opportunity to learn and develop

The ideal candidate will have:

Strong organizational and time-management skills
Excellent written and verbal communication skills
Ability to work independently and within a team
Strong motivation
Attention to detail and problem-solving skills
Proven experience as an Administrative Assistant or in a similar role

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off
Retirement plan
Vision insurance

Schedule:

8 hour shift
Monday to Friday

Ability to Relocate:

Vienna, VA 22182: Relocate before starting work (Required)

Work Location: In person

Egan, Berger and Weiner, LLC

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