FULL-TIME ADMINISTRATIVE PROFESSIONAL

Headquartered in Burlington, Vermont, One Day In July is a rapidly growing investment firm committed to distrusting the financial industry with a focus on reducing fees and improving portfolio performance for investors.

One Day In July provides investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States. Our growth has been rapid, and we are expanding the team to help ensure the firm can continue to meet its high standards for excellent client service while remaining in compliance with all applicable regulations. We are fiduciaries on all client accounts.

As an Administrative Assistant at One Day In July, you will be responsible for various administrative duties to support the firm, including working closely with our clients and Compliance and Operations teams.

You do not need prior financial industry experience, though you should demonstrate why you are exceptional in your application. We will provide on-the-job training.

Coordinate the purchase and organization of office supplies.

Serve as “Front Desk Reception,” greeting guests to the office and assisting them in settling in for their meetings, receiving packages, etc.

Field incoming calls from both prospective and existing clients.

Organize a great deal of paperwork and digital files.

Focus on processes and controls with the ability to understand and assess risk.

Feel great about offering an honest, transparent solution to Vermonters and Americans trying to save for retirement. Only 12% of people registered with the securities industry are registered in a way that requires them to be fiduciaries on all accounts.In addition to reviewing the work the advisors and investment desk are doing for clients, you will also be involved in marketing, software development, and various operational aspects of the firm.

Build a solid foundation for understanding the complex realm of regulatory requirements and compliance best practices applicable to Registered Investment Advisory firms.

Develop mastery of subject areas that help clients and other employees.

Enjoy a beautiful office near the Burlington waterfront.

$This job is full time.

An excellent Mac laptop with a fast processor and retina screen, a sit-down / stand-up desk, plenty of space to work comfortably, relatively private work areas, and other resources for top productivity. Includes the luxury of being required (yes, required) by the firm’s founder to disconnect from work on your vacation days.

We keep all applications private.

Source: The Kitces Report, "2024 Financial Planner Productivity Study" Retrieved 10 May 2025. The statement applies to clients with at least $150,000 in assets under management. Clients with lower assets under management are subject to a minimum annual advisory fee that may not be lower than that of our competitors'.

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