CJM Wealth Advisers, Ltd. · 1 day ago
Administrative Assistant – Operations - Financial Planning - RIA
Falls Church, VA
Full-time
Hybrid
Entry Level
2+ years expCJM Wealth Advisers is seeking a talented and dedicated Administrative Assistant to join their Operations/Admin Department. This role provides vital support to Financial Planners and Co-Planners in delivering an exceptional client experience and involves coordinating scheduling, documentation, and managing multiple tasks to ensure smooth service delivery for clients.
AdviceFinancial ServicesRisk Management
Hiring Manager
Debbie Delardi
Responsibilities
Provide operations support to Financial Planners and Co-Planners in day-to-day client operations
Coordinate scheduling, documentation, and follow-up to ensure smooth service delivery for clients
Manage multiple tasks and priorities while adhering to service standards and strict deadlines
Assist with processing forms, updating records, and maintaining compliance requirements within internal systems
Collaborate effectively with colleagues to ensure seamless client support and efficient office operations
Qualification
Required
Minimum of 2 years administrative experience in financial services, banking, or the insurance industry
Excellent organizational skills and ability to manage multiple responsibilities simultaneously
High attention to detail, accuracy, and time management
Strong communication and interpersonal skills
Proficiency in common office software (Word, Excel, Outlook, etc.) and comfort learning new systems
Must work well within a team
Benefits
Opportunities for learning and professional growth within the financial services industry.
Company
CJM Wealth Advisers, Ltd.
CJM Wealth Advisers is an independent, fee-only, registered investment advisor (RIA) located in Falls Church, Virginia.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
David D. Greene, CFP®
CEO/Owner
Company data provided by crunchbase