Davenport & Company LLC ยท 1 week ago
Financial Services Associate
Richmond, VA
Full-time
Onsite
New Grad, Entry LevelDavenport & Company LLC is a financial services firm, and they are seeking a Financial Services Associate to assist with various departmental administrative and marketing efforts. The role involves supporting Financial Advisors and Client Service Associates, processing business requests, and maintaining internal documentation.
Financial Services
Responsibilities
Assisting with inquiries and requests from Financial Advisors and Client Service Associates
Processing and analyzing business requests relating to retirement plans, donor advised funds and other products supported by Financial Services
Creating and maintaining internal forms and marketing pieces
Maintaining the Financial Services intranet page
Assisting with data gathering and entry for financial plans
Assisting department members with special projects and meetings
Qualification
Required
College degree
Professional and service-oriented demeanor
Strong organizational and problem-solving skills and attention to detail
Ability to handle and prioritize multiple tasks within a stated deadline
Ability to take direction and complete assignments with little supervision
Proficient with Excel and other Microsoft Office products
Desire to work in a team environment and the ability to thrive in a fast-paced and changing work environment
Benefits
Safe harbor 401(k) contribution
Profit sharing plan
Disability and life insurance
High-deductible health plan with an HSA
An on-site Health Center
Paid Time Off
Elective dental and vision benefits
Wellness programs
Company sponsored volunteer opportunities during business hours
Company
Davenport & Company LLC
Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.
Founded in 1863
501-1000 employees
H1B Sponsorship
Davenport & Company LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
Funding
Current Stage
Late StageLeadership Team
Lee Chapman
President & CEO
Will Hershey
Chief Financial Officer, Managing Director
Company data provided by crunchbase