Financial Advisor Administrative Assistant

Capitol Private Wealth Group • Full-time • Vienna, Virginia, United States • $45k - $65k / year • 1w ago

Overview
We are seeking a highly organized, detail-oriented, and personable Administrative Assistant to support our financial advisory team. The ideal candidate will thrive in a client-facing role while handling a wide range of administrative duties that keep our office running smoothly. This position is perfect for someone who enjoys both independent work and team collaboration in a professional environment where accuracy, discretion, and client care are top priorities.

Duties

Strong organizational skills with the ability to manage multiple tasks efficiently
Provide daily administrative support to financial advisors, including calendar management and meeting preparation
Interact with clients in person, over the phone, and via email with a focus on delivering exceptional service
Prepare, review, and process new account paperwork, contracts, and onboarding documents
Maintain and update client records in CRM and financial systems
Assist clients with technology onboarding (secure email, portals) and resolve service-related issues
Scan, organize, and file documents including statements, tax documents, bank records, and client correspondence
Manage check deposits, logging, client notifications, and secure storage
Maintain office functions such as supplies, mail, and a welcoming front desk and conference area
Handle confidential and sensitive client information with discretion and accuracy
Work independently to prioritize tasks, support ad hoc requests, and ensure smooth office operations
Assist with tax preparation and bookkeeping as needed (no experience needed, but preferred)

Qualifications

Required:

Prior administrative or office experience (2+ years preferred)
Excellent verbal and written communication skills
Strong attention to detail and organizational skills
Proficiency in Microsoft Office (Excel, Outlook, Word)
Comfort with learning new software and platforms (CRM systems, financial tools, etc.)
Professional demeanor with a client-first attitude
Strong customer support background with a focus on delivering exceptional service
Familiarity with office management practices including front desk operations and multi-line phone systems
Demonstrated time management skills to prioritize tasks effectively in a fast-paced environment
Strong organizational skills with the ability to manage multiple tasks efficiently

Preferred:

Experience in a financial services or professional services environment
Basic understanding of compliance procedures and document handling in a regulated industry

Job Type: Full-time

Pay: $45,000.00 - $65,000.00 per year

Work Location: In person