Financial Advisory and Planning firm located in downtown Staunton, VA is looking for an administrative/executive assistant. The firm is engaged in managing client investment portfolios.
The ideal person would enjoy working in a small office, and would be happy working independently or with others. Coming to work on time and having a good attendance record is very important because opening and closing the office would be one of your duties.
Being a financial firm, it is important that you are accurate and like to follow policies and procedures which allows for a smooth running office and keeps us in compliance with the regulators. Being detailed and following procedures is paramount to completing day to day activities and tasks.
Having a bachelor's degree would be nice, but education is not as important as someone who has good work ethics, who speaks and writes correctly, who can accurately juggle many balls at one time, who is very computer savvy, and who has a number of years working in a professional office. Experience is as important as education.
Must have experience with Microsoft Word, Excel, and Outlook.
Salary is negotiable and is dependent on experience. Benefits start after three full months of employment and include 10 holidays, vacation/sick leave (10 days in year one and 15 days thereafter), assistance with monthly health insurance premium, and a retirement plan with an employer matching program.
Although, the company is small, it is fast-paced. If you can juggle many balls at once, want to learn or continue your career in the investment field, and meet the above requirements, please send a cover letter and your resume.
Principals only. Recruiters, please don't contact this job poster.
do NOT contact us with unsolicited services or offers