Top 2677 Administrative Jobs in Washington, DC

Client Administrative Manager
Steward Partners Global Advisory LLC —McLean, VA
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
11d
Assistant Executive Director
The National Automatic Sprinkler Industry (“NASI”) Welfare and Pension Funds —Landover, MD
- $175,000 - $200,000 a year
- Full-time
- Office
- Bachelor's degree
- Mentoring
- Health insurance
- Paid time off
Quick Apply
9d
Medical Receptionist Spanish Speaking (Part Time)
DAVinci Plastic Surgery —Washington, DC
- $18 - $22 an hour
- 8 hour shift
- Microsoft Word
- Spanish
- Customer service
Quick Apply
Action Officer - NA-19 Front Office
Techsource Inc —Washington, DC
- $115,000 - $120,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Master's degree
- Health savings account
- Paid holidays
Quick Apply
Executive Personal Assistant / Estate Manager
Old State Staffing —Washington, DC
- $150,000 a year
- Full-time
- Spanish
- 7 years
- Writing skills
- Paid holidays
- Health insurance
Quick Apply
Confidential Secretary cum Administrative Assistant
Embassy of the Republic of Mauritius —Washington, DC
- From $4,340 a month
- Full-time
- English
- Office
- Bachelor's degree
Quick Apply
5d
Administrative Assistant
Manders Companies Inc. —Rockville, MD
- Full-time
- Computer literacy
- Office
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
9d
Administrative Assistant
The Park at 14th —Washington, DC
- $70,000 - $200,000 a year
- Weekends as needed
- Word processing
- High school diploma or GED
- Data entry
Administrative Assistant
GAP Community Child Development Centre —Washington, DC
- $25 - $30 an hour
- Full-time
- Google Workspace
- Office
- QuickBooks
- Health savings account
- Dental insurance
Quick Apply
Receptionist
Central Pension Fund —Washington, DC
- From $29.98 an hour
- Full-time
- Background check
- Computer literacy
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
Administrative Operations Manager
TWO MEN AND A TRUCK® —Columbia, MD
- $50,000 - $60,000 a year
- Mid-level
- Office
- 3 years
Quick Apply
Program Support Specialist - Mid
Cherokee Federal —Washington, DC
- $82,000 - $89,000 a year
- Full-time
- 5 years
- Research
- Office
- AD&D insurance
- Disability insurance
Program Planning, Lead Associate
Peraton —Washington, DC
- $80,000 - $128,000 a year
- Monday to Friday
- Military
- Mid-level
- Office
- Health savings account
- Paid holidays
8d
Director of Administrative Services
Lincoln Tech —Columbia, MD
- $85,000 - $95,000 a year
- Research
- Mid-level
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
Office Manager
Confidential —Alexandria, VA
- $65,000 - $75,000 a year
- Full-time
- Bilingual
- Google Workspace
- Inventory management
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant - IV
BG Consulting Services LLC. —Bethesda, MD
- From $25 an hour
- Full-time
- Background check
- Microsoft Outlook
- Customer service
- Health savings account
- Health insurance
Quick Apply
Client Excellence Coordinator
Sullivan & Company CPAs —Bethesda, MD
- $42,000 - $62,000 a year
- Full-time
- Background check
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant
CFS —Great Falls, VA
- $60,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
2d
Document Control Specialist
RCS Corporation —Springfield, VA
- $20 - $22 an hour
- Urgently hiring
- Background check
- Computer literacy
- Office
- Health insurance
- Dental insurance
Quick Apply
Admin - Executive Assistant
Progression Inc —Falls Church, VA
- $40 - $55 an hour
- Microsoft Excel
- Microsoft Outlook
- Office
Quick Apply

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Client Administrative Manager

Steward Partners Global Advisory LLC -
McLean, VA

Quick Apply

Job Details

Full-time
11 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Employee relationship building
Administrative experience
Bachelor's degree
Calendar management
Organizational skills
Financial services

Full Job Description

COMPANY OVERVIEW:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

POSITION OVERVIEW:

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

DUTIES AND RESPONSIBILITIES:

Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

SKILLS, EXPERIENCE & QUALIFICATIONS:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Reports To:

Market Business Director

Location: In office 5 days a week

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

administrative jobs in Washington, DC

Client Administrative Manager

Assistant Executive Director

Medical Receptionist Spanish Speaking (Part Time)

Action Officer - NA-19 Front Office

Executive Personal Assistant / Estate Manager

Confidential Secretary cum Administrative Assistant

Administrative Assistant

Administrative Assistant

Administrative Assistant

Receptionist

Administrative Operations Manager

Program Support Specialist - Mid

Program Planning, Lead Associate

Director of Administrative Services

Office Manager

Administrative Assistant - IV

Client Excellence Coordinator

Administrative Assistant

Document Control Specialist

Admin - Executive Assistant

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