Lincoln Financial Advisors Hiring for Part-time Client Services Associate Job at Reston, VA Full Time

Job Title: Client Services Administrator

Job Type: Part-time with potential for full-time at a later date; hybrid office/remote; 20-30 hours per week

Location: Washington, D.C. metro area (office in Reston, VA)

About Us

Our women-owned firm has been providing comprehensive, fee-based wealth management and financial planning services to business owners, professionals, and families throughout the United States for over 20 years. We specialize in working with these individuals on a one-on-one basis to develop and implement highly customized financial plans that account for each client’s financial and personal goals. To learn more about us, please visit www.deavelplanning.com

About You

You value a small team environment and appreciate having flexibility around your work hours and location.

You are highly organized, detail oriented and a pro at managing competing priorities.

You are highly effective at project management and tracking progress with an eye on deadlines.

You are an excellent communicator who enjoys helping our clients and providing white glove service.

You can work independently and figure things out on your own when needed.

You enjoy learning, have the aptitude to learn new things quickly, and you are self-motivated when it comes to personal performance.

Client Services Administrator responsibilities

• Responds to incoming client calls, emails, and questions regarding their accounts
• Assists new clients with onboarding and accessing financial planning software
• Assists clients with obtaining access to investment statements and tax reporting information as needed
• Assists advisor in preparing for client meetings
• Prepares paperwork needed to service client accounts
• Is responsible for managing all systems except for our CRM and data imaging systems

Requirements

• 1-2 days per week in office (Reston, VA) is required, so must reside close enough to drive (During initial training, 3 or more days/week in the office is required)
• 2+ years of experience in a professional office in an administrative capacity
• 2+ years in a client-focused environment
• Experience in wealth management would be helpful, but is not required
• A college degree is preferred but not required
• Strong MS Office experience required; CRM experience would be helpful (we use Redtail)

We Offer

A salary commensurate with prior experience, paid vacation, and holidays. Bonuses are also available based on both team and personal performance.

Equal Opportunity Employer

This financial planner is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

Deavel Wealth Advisors is not an affiliate of Lincoln Financial Advisors Corp.

CRN-4825511-062922

Job Type: Part-time

Pay: From $25.00 per hour

Benefits:

• Flexible schedule
• Paid time off

Schedule:

• Day shift

Supplemental Pay:

• Bonus pay

Ability to commute/relocate:

• Reston, VA 20190: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Client Service: 2 years (Preferred)
• Administrative: 2 years (Preferred)
• Microsoft Office: 4 years (Preferred)

Work Location: One location