Top 207 Senior accounts assistant Jobs in Ashburn Va

Client Services Associate
Birks Financial Corp —Herndon, VA
- $55,000 - $85,000 a year
- Full-time
- Hospitality
- Inventory management
- Office
- Paid holidays
- Health insurance
Quick Apply
14d
Assistant Vice President Sales
Meridian Investments, Inc. —Bethesda, MD
- $150,000 - $200,000 a year
- Full-time
- Background check
- Mid-level
- Finance
- Health savings account
- Health insurance
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CT Technologist
Reston Hospital Center —Reston, VA
- $45.31 - $67.97 an hour
- Full-time
- Mid-level
- Radiology
- Employee stock purchase plan
- Disability insurance
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Office Administrator
Atlantic Contracting & Material Co, Inc —Chantilly, VA
- $18 - $22 an hour
- Full-time
- Spanish
- 5 years
- Writing skills
- Health insurance
- Dental insurance
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19h
Senior Controller - CPA
Confidential —Fairfax, VA
- Full-time
- Background check
- CPA
- Office
- Disability insurance
- Health insurance
Quick Apply
6d
Certified Surgical First Assist
Stone Springs Ambulatory Surgery Center —Dulles, VA
- $37.63 - $52.68 an hour
- Full-time
- Surgery
- Mid-level
- Employee stock purchase plan
- Disability insurance
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Dermatology Medical Assistant
Dermatology MD —Chevy Chase, MD
- $18 - $24 an hour
- Full-time
- CPR Certification
- Vital signs
- Surgery
- Free parking
- Profit sharing
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8d
Entry Level Assistant Manager
SkyBound, Inc. —Fairfax, VA
- $4,200 - $5,000 a month
- Full-time
- Background check
- High school diploma or GED
- In-person
- Opportunities for advancement
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8d
Live-In Assistant Managers
HAWTHORN SENIOR LIVING LLC —Bristow, VA
- $70,000 a year
- Full-time
- English
- Mid-level
- Supervising experience
- Paid training
- Paid holidays
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6d
Paint Sales Associate – Benjamin Moore Dealer
The Paint Loft —Leesburg, VA
- $18 - $19 an hour
- Part-time
- Spanish
- Up to 50% travel
- English
- Paid training
- Employee discount
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Director of Data Solutions
Axle —Rockville, MD
- $170,000 - $210,000 a year
- On call
- Senior level
- Leadership
- Medical terminology
- Paid holidays
- Health insurance
Quick Apply
Senior Administrative Assistant, Enforcement
Financial Industry Regulatory Authority, Inc. —McLean, VA
- $26.37 - $55.49 an hour
- Overtime
- Hybrid work
- 6 years
- Word processing
- Mid-level
- Paid jury duty
- Commuter assistance
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7d
Executive Assistant
BAE Systems Inc. —Sterling, VA
- $73,068 - $116,908 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor of Science
- Health savings account
- Paid holidays
Assistant Property Manager (CRE)
Cushman & Wakefield —Chantilly, VA
- $30.73 - $36.15 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Health savings account
- Disability insurance
Quick Apply
14d
Executive Assistant
SES —McLean, VA
- $95,000 - $108,000 a year
- 7 years
- High school diploma or GED
- Senior level
1d
Senior Financial Investigator
Contact Government Services, LLC —Fairfax, VA
- $74,156.16 - $107,114.45 a year
- Full-time
- Hybrid work
- Mid-level
- Driver's License
- Presentation skills
- Health insurance
- Dental insurance
Quick Apply
Practice Assistant - Litigation
Holland & Knight LLP —Tysons, VA
- $40.40 - $60.60 an hour
- Full-time
- Background check
- Administrative experience
- Bachelor's degree
- Profit sharing
- Paid parental leave
Senior Accounts Payable Analyst
Sunrise Senior Living —McLean, VA
- $71,010.00 - $88,762.50 a year
- Full-time
- Microsoft Word
- 6 years
- Microsoft Outlook
- Paid holidays
- Health insurance
9d
Administrative Assistant (Senior)
RDR Inc —Chantilly, VA
- Full-time
- Office
- High school diploma or GED
- Senior level
Quick Apply
Administrative Assistant - NIH
Global Solutions Network Inc —Bethesda, MD
- $38.79 an hour
- Full-time
- Computer literacy
- Research
- Mid-level
- Travel reimbursement
- AD&D insurance
Quick Apply

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senior accounts assistant jobs near ashburn va

Client Services Associate

Birks Financial Corp
Herndon, VA

Quick Apply

Job Details

Full-time
$55,000 - $85,000 a year
14 days ago

Benefits

Paid holidays
Health insurance
401(k)
Paid time off
401(k) 4% Match
401(k) matching

Qualifications

Executive administrative support
Bachelor's degree
Client services experience
Organizational skills
Financial services
Productivity software
Technical Proficiency

Full Job Description

Firm Summary

Birks Financial is a small wealth management firm with established marketing, new client acquisition, and client servicing processes that has been in business for 30 years. Our services have expanded organically over time as we find consistent patterns of what our clients need services for, and now principally covers investment management, retirement planning, estate planning, and tax planning. The firm is currently expanding the team to service the firm’s existing and new clients to manage new growth. Birks Financial currently manages ~$300M in client assets and brings on 12 clients/$25M annually. The goal is to grow to manage $1B in client assets in 10 years (by 2035).

Position Summary

The Client Services Associate (CSA) is responsible for delivering white-glove, concierge-level client service and operational support to ensure a seamless client experience. This role serves as the primary point of contact for administrative and service-related inquiries, supporting the Lead Advisor in managing client relationships, assisting with the new client pipeline, and ensuring timely, accurate execution of client requests. For CSAs who wish to develop along the advisory track, this role can be scoped to include paraplanning support.

Key Responsibilities

· Client Service & Communication

o Serve as the first point of contact for client inquiries via phone, email, or portal.

o Be the key voice of Birks Financial.

o Provide timely, accurate responses and proactive updates to clients.

o Schedule and confirm client meetings, prepare meeting materials, and follow up on action items.

o Must be proactive and confident in answering incoming calls promptly, ensuring client needs are addressed with professionalism and a solutions-oriented approach.

o Helps the lead advisor to manage client expectations around custodian requests.

o Support thoughtful outreach around key client dates.

· Account Administration

o Process account openings, transfers, and maintenance requests.

o Conduct rollover calls and client onboarding processes.

o Coordinate with custodians and vendors to ensure accurate and timely execution of transactions.

o Maintain organized and compliant client records in CRM and document management systems.

o Assist in billing processes.

· Operational Support

o Monitor workflows to ensure deadlines are met and tasks are completed accurately.

o Update and create new workflows as necessary to help run business.

o Support compliance processes, including document retention and audit preparation.

o Accurate data entry and comprehensive client information management.

· Marketing Support

o Manage attendance and marketing for new client seminars.

o Attend evening marketing seminars (14 times per year).

o Conduct seminar scheduling follow-up.

· Team Collaboration

o Work closely with the Lead Advisor to ensure a consistent client experience.

o Participate in team meetings and contribute to process improvements.

o Actively contribute ideas and best practices from previous experiences to improve operations.

· Office Management

o Maintain office supplies inventory (e.g., pens, paper, printer ink) and reorder as needed.

o Ensure common areas (kitchen, meeting rooms) are tidy and stocked (e.g., dishes, coffee supplies).

o Coordinate with vendors for office equipment maintenance and repairs.

o Support onboarding of new team members with workspace setup.

· Paraplanning (depending on CSA advisory track)

o Help with tax & financial planning software data entry and report generation.

o Assist with preparation of financial reports, statements, and client deliverables.

o Assist in financial plan preparation

o Assist in annual review/client call preparation

Other duties as assigned.

Qualifications

Bachelor’s degree in business, finance, accounting, or related field preferred.
1–3 years of experience in financial services, client service, or related high-touch industries preferred, but not required.
Background as an executive assistant or in luxury service industries (hospitality, retail, etc.) is highly desirable.

Skills & Characteristics

Strong organizational skills and attention to detail.
Strong interpersonal skills are non-negotiable

Technology Proficiency

Highly desirable: Charles Schwab, CRMs (WealthBox), eMoney, Holistiplan, DocuSign
Non-negotiable: Microsoft Office.

Performance Metrics

Client satisfaction and responsiveness (e.g., inquiries addressed within 24 hours).
Accuracy of client documentation and error-free processing.
Compliance with regulatory and firm standards.
Contribution to team collaboration and operational efficiency.

· Office readiness and supply management effectiveness.

Compensation & Benefits:

Total Compensation: $55,000 - $85,000

Additional Compensation/Bonus Structure:

· Discretionary bonus/profit share based on individual performance metrics and overall firm growth.

Professional Growth & Development:

· Funded training and professional certifications

· Clear upward career mobility (Senior CSA, Chief of People, Advisor track, etc.)

· Salary increase upon attainment of advisory license

Benefits:

Health insurance
401(k) eligibility and 4% employer match
Paid bank holidays
Paid vacation time

Pay: $55,000.00 - $85,000.00 per year

Benefits:

401(k)
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

senior accounts assistant jobs in ashburn va

Client Services Associate

Assistant Vice President Sales

CT Technologist

Office Administrator

Senior Controller - CPA

Certified Surgical First Assist

Dermatology Medical Assistant

Entry Level Assistant Manager

Live-In Assistant Managers

Paint Sales Associate – Benjamin Moore Dealer

Director of Data Solutions

Senior Administrative Assistant, Enforcement

Executive Assistant

Assistant Property Manager (CRE)

Executive Assistant

Senior Financial Investigator

Practice Assistant - Litigation

Senior Accounts Payable Analyst

Administrative Assistant (Senior)

Administrative Assistant - NIH

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