Client-Focused Admin Assistant for Financial Advisors
First Command
A financial services firm in Virginia is seeking an Administrative Assistant to support Financial Advisors. You will help ensure a welcoming client experience and assist with various tasks, including scheduling appointments and maintaining records. The ideal candidate has 1 to 2 years of office experience, excellent organizational and communication skills, and is proficient in Microsoft Office. Competitive wages and a pleasant work environment are offered. #J-18808-Ljbffr First Command
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Admin Assistant for Financial Advisors in Stafford, VA vacancy
$50k - $80k
A financial services firm is seeking a licensed Servicing Advisor in Stafford, VA, to conduct financial analyses and offer customized... ...investment recommendations for clients. The ideal candidate will... ...skills and integrity while assisting with client relations and financial...SuggestedFull time- ...Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built... ...against the unexpected. Engage the community to bring new clients with support from local district teams and the Home Office....SuggestedHourly payFor contractorsWork at officeLocal areaHome office
First Command Financial Services
Stafford, VA2 days ago - H&R Block is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for clients with diverse situations, including individuals and businesses. You will interview clients to understand financials and tax implications, then provide clear recommendations...SuggestedSeasonal work
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every connection... ...Growth and delivering for our clients, teammates, communities and shareholders... ...Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral...SuggestedHourly payTemporary workWork at officeFlexible hoursShift workDay shift- First Command Financial Services, Inc. is seeking a Financial Advisor Serving United States Marines in Quantico, VA. This full-time role focuses on helping military families achieve financial security through holistic planning and ongoing coaching, with a compensation...SuggestedFull time
$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every connection... ...Growth and delivering for our clients, teammates, communities and shareholders... ...Experience Branding Customer and Client Focus Oral Communications Active Listening Attention...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- A financial services firm with a mission to ensure retirees reach their... ...seeking a licensed Servicing Advisor to join our team. They will... ...for the existent clients with the guidance of the lead... ...monetary transfers. They will assist with cases, analysis and the...Full time
$41.25k - $68.75k
...aimed at improving customer financial wellbeing and creating loyalty... ...problem resolution processes. Assists the Branch Manager in... ...our employees to be:Customer Focused - Knowledgeable of the values... ...SkillsAccountability, Banking, Client Loyalty, Customer Experience...Full timeTemporary workPart timeWork at officePNC
Stafford, VA3 days ago$41.25k - $68.75k
...aimed at improving customer financial wellbeing and creating loyalty... ...problem resolution processes. Assists the Branch Manager in... ...our employees to be: Customer Focused - Knowledgeable of the values... ...Skills Accountability, Banking, Client Loyalty, Customer Experience...Full timeTemporary workPart timeWork experience placementWork at officePNC Financial Services Group
Stafford, VA2 days ago- A financial advising firm is seeking Financial Advisors to coach military families toward financial security. Responsibilities include personal coaching on financial planning, managing day-to-day finances, and engaging the community. Candidates should have military experience...Flexible hours
- Job Summary The Office Services & HR Administrative Assistant supports the daily operations of the Stafford Corporate Headquarters by providing front desk reception, mailroom services, office coordination, and administrative support to the Human Resources department. Serving...Full timeWork experience placementWork at officeLocal areaRemote workMonday to Friday
- ...REQUIRES AN ENLISTMENT IN THE U.S. ARMY OR ARMY RESERVE*** As a Financial Management Technician, you'll be managing resources and... ...could also receive money for education, student loan repayment assistance, training and certifications, housing, living expenses, and more...Full timePart timeImmediate startRelocation package
US Army Reserves
Garrisonville, VA8 days ago - United States Digital Space LLC is seeking a Financial Advisor to provide comprehensive guidance to clients, helping them reach financial goals through brokerage products and tailored strategies. The role includes licensing, meeting with clients, and referrals to partners...
- The Hilldrup Companies in Stafford, VA, is seeking an Office Services & HR Admin. Assistant to support daily HR operations and front desk activities. This on-site role handles visitor coordination, mailroom tasks, and administrative support across the Human Resources function...Full timeWork at officeLocal area
- Bank of America in Dumfries, VA seeks a licensed financial advisor to provide comprehensive client guidance and customized financial solutions. You will triage leads, refer to partners, and meet clients to review goals and propose products. Licenses and ongoing training...
$102k - $112k
...Accounting Principles (GAAP) and adheres to financial policies from the Department of Defense (... ...in support of the Program Office and assist in preparing financial briefs, Program Objective... ...perception, and the ability to adjust focus, with or without corrective lenses....Full timeContract workWork experience placementMLT Systems
Stafford, VA4 days ago- ...in the moving and storage industry preferred Skills Customer Focused Collaborative Communicative Resilient Strive for inclusion... ...logistics and workplace solutions services to meet the needs of its clients, which includes Fortune 100 companies, federal government...Contract workFor contractorsWork experience placementWork at office
- ...Block Advisor Tax AdvisorAs a year-round Block Advisor... ...advisor who helps clients navigate complex tax and... ...interviews to understand financial situations, life... ...IRS support, tax notice assistance, and audit guidance to... ...to a positive, client-focused office environment.Required...Hourly payMinimum wageTemporary workWork at officeLocal area
H&R Block
Stafford, VA5 days ago $33k - $55k
...that we expect our employees to be:Customer Focused - Knowledgeable of the values and... ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides...Full timeTemporary workPart timeWork at officePNC
Fredericksburg, VA2 days ago$16 per hour
...Promotes excellent customer relations by instilling positive customer focused behavior with associates. Smiles and greets customers, answers... ...procedures and standards. Must be able to cut and trim product.Assists Meat Manager in day-to-day functions of Meat operations such as...Hourly payTemporary workLocal areaWeis Markets
Stafford, VA3 days ago- H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a...Hourly paySeasonal workWork at officeLocal area
- ...that document security breaches and any damage caused; Collaborates to create, test, and implement network disaster recovery plans; Assists with performing risk assessments, internal and external vulnerability scans; Supports the management of network, intrusion...
- MDW Associates seeks an Executive Administrative Assistant to provide high-quality executive and office-management support to a complex... .... The successful candidate will support a federal organization focused on personnel security, mission assurance, and protection of sensitive...Remote jobWork at office
- Bank of America in Dumfries, VA seeks a Financial Solutions Advisor Stage I. The role begins with Securities Industry licensing (SIE, Series 7,... ...exams, then progresses to a financial center where you advise clients and build relationships across banking and Merrill...
- Bank of America is seeking a Financial Solutions Advisor Stage I in Dumfries, VA. You will begin with license training (SIE, Series 7 and 66) and learn to build client relationships, assess needs, and guide clients with tailored financial solutions. As you progress to...
$50k - $250k
Financial Advisor Serving United States Marines job at First Command Financial Services, Inc.. Quantico, VA. Financial Advisor Serving United... ...candidate for First Command, but it will help you build a client base and create long-lasting bonds. First Command has been helping...Full timeContract workTemporary workInternshipWork at officeImmediate startMonday to Friday- ...common thread across our organization is our commitment to our customers and an unwavering dedication to our principle motto: “Mission Focused, Future Ready. Innovating today, Leading tomorrow.” Functional Description : Adjunct faculty coordinate with a DDG...
Davis Defense Group, Inc.
Stafford, VAmore than 2 months ago - ...JPMorgan Chase in Virginia is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their full banking relationship with an advice-based approach. You will collaborate with Specialists to connect customers to experts...Weekend workAfternoon shift
Testing Site - JPMC
Stafford, VA2 days ago - ...accounting policies while ensuring GAAP compliance across the organization. The role oversees general ledger, payroll, AR/AP, and financial reporting, and partners with Business Development and Contracts on pricing strategy for new pursuits. A CPA/CMA and 8+ years of progressive...
- ...the development and defense of the Program Objective Memorandum (POM) to secure critical program funding.You will be the program's financial authority, using expert knowledge of the Financial Management Regulation (FMR), Federal Acquisition Regulation (FAR), and DFAR...Immediate startRemote work
Navstar
Stafford, VA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Admin Assistant for Financial Advisors. Be the first to apply!
Related searches
- insurance customer service advisor Stafford, VA
- customer success associate Stafford, VA
- manufacturing customer service representative Stafford, VA
- customer service attendant Stafford, VA
- client service consultant Stafford, VA
- customer associate Stafford, VA
- customer support specialist Stafford, VA
- customer service officer Stafford, VA
- customer service rep remote Stafford, VA
- customer advisor Stafford, VA