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Account Administrator

Kanawha Capital Management, LLC

1 day ago Be among the first 25 applicants Direct message the job poster from Kanawha Capital Management, LLC Job Title: Account Administrator Location: Richmond, Virginia Kanawha Capital Management is a well-established, SEC-registered investment adviser located in Richmond, Virginia. With over $1.5 billion in assets under management, we have been delivering personalized wealth and investment management services to high-net-worth individuals and families for more than thirty years. Position Overview: We are seeking an Account Administrator to join our team. The ideal candidate is a successful multitasker with excellent communication skills, a problem-solving mindset, and an ability to enhance operational efficiency through technology. Key Responsibilities

  • Communicate effectively with clients via phone, email, and in-person interactions
  • Leverage technology and software tools to streamline operations and enhance the client
experience
  • Organize and prioritize tasks across various operational functions
  • Fulfill client service requests (e.g. new account setup, cash journals, charitable contributions, and required minimum distributions)
  • Assist in preparing quarterly performance reports and materials for client review meetings
Qualifications & Attributes
  • 1-2 years of experience in customer service or operations within the wealth management industry (preferred)
  • Proficiency in Microsoft 365 (Outlook, Word, Excel, PowerPoint)
  • Experience in DocuSign or similar electronic signature programs
  • Strong attention to detail with excellent written and verbal communication skills
  • Collaborative team player with a positive attitude and willingness to learn
  • Highly organized, adaptable, and dependable
We offer a competitive base salary with the potential for performance-based bonuses. Our comprehensive benefits package includes:
  • Medical, dental, and vision insurance
  • 401(k) retirement plan with employer profit-sharing contributions
  • Short and long-term disability coverage
  • Paid time off
How to Apply Please email your cover letter and resume to View email address on click.appcast.io. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Administrative Industries Investment Management and Financial Services Referrals increase your chances of interviewing at Kanawha Capital Management, LLC by 2x Get notified about new Account Administrator jobs in Richmond, VA . Account Manager - Homes.com Inside Sales Collections Account Manager (Entry Level) Richmond, VA $70,000.00-$80,000.00 5 days ago Richmond, VA $43,888.00-$102,081.00 11 hours ago Richmond, VA $55,000.00-$90,000.00 2 weeks ago Account Manager, Homes.com - Western U.S. Coverage Richmond, VA $72,400.00-$120,900.00 2 weeks ago Richmond, VA $50,000.00-$60,000.00 3 weeks ago Richmond, VA $72,400.00-$120,900.00 2 weeks ago Richmond, VA $72,400.00-$120,900.00 2 weeks ago Richmond, VA $100,000.00-$100,000.00 2 weeks ago Richmond, VA $64,900.00-$97,300.00 17 hours ago Richmond, VA $70,000.00-$80,000.00 5 days ago Richmond, VA $5,000.00-$6,000.00 1 day ago Account Manager - Homes.com Inside Sales Richmond, VA $70,000.00-$85,000.00 2 weeks ago Richmond, VA $60,000.00-$60,000.00 3 months ago Account Executive Officer, Commercial Accounts Richmond, VA $106,300.00-$175,400.00 1 month ago Client Services Specialist- HYBRID SCHEDULE/ SIGN ON-BONUS Account Manager- Employee Benefits- Remote Greater Richmond Region $50,000.00-$70,000.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Kanawha Capital Management, LLC

Vacancy posted 3 days ago
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