Top 11 finance assistant Jobs in richmond va

Financial Administrative Assistant
Purpose & Wealth —Henrico, VA
- $50,000 - $80,000 a year
- Full-time
- Word processing
- Basic math
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Underwriter Assistant
Ryan Specialty —Richmond, VA
- $54,250 - $55,000 a year
- Full-time
- Research
- Bachelor's degree
- Business Administration
- Paid parental leave
- Paid holidays
Underwriting Assistant
HUB International —Richmond, VA
- $26 - $28 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- High school diploma or GED
- Health savings account
- Disability insurance
Underwriting Assistant
Kinsale Management, Inc —Richmond, VA
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Paid holidays
Quick Apply
Assistant Deputy Commissioner - Bank & Credit Unions (Hybrid)
State Corporation Commission —Richmond, VA
- $116,750 - $130,000 a year
- Hybrid work
- Management
- Office
- Recruiting
4d
Assistant Controller
Hyper Solutions Inc —Richmond, VA
- $120,000 - $160,000 a year
- Full-time
- CPA
- 5 years
- Finance
- Health insurance
- Dental insurance
DENTAL Financial and Administrative Coordinator
Westover Dentistry —Richmond, VA
- $19 - $22 an hour
- Email
- Dental office
- Mid-level
- High school diploma or GED
- Health savings account
- Health insurance
Quick Apply
9d
Assistant CFO of Practice Operations
HCA Healthcare —Richmond, VA
- Full-time
- Senior level
- Employee stock purchase plan
- Disability insurance
Quick Apply
ASSISTANT REGIONAL CONTROLLER - RICHMOND, VA
Canteen —Richmond, VA
- Full-time
- Background check
- Customer service
- Mid-level
- Commuter assistance
- Paid parental leave
Quick Apply
1d
Assistant Controller
CarMax Enterprise Services, LLC —Richmond, VA
- Full-time
- ERP systems
- 11+ years
- Office
3d

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Financial Administrative Assistant

Purpose & Wealth -
Henrico, VA

Quick Apply

Job Details

Full-time
$50,000 - $80,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance

Qualifications

Computer operation
Word processing
Spreadsheets
Basic math
Client services
Typing
Productivity software
Appointment scheduling
Time management

Full Job Description

Job Title: Financial Administrative Assistant

Report to: Financial Advisor

Job Summary:

Purpose & Wealth is seeking a Financial Administrative Assistant to support our staff and assist in the daily operations of our Richmond, VA office. This role is ideal for a proactive, mid-career professional who can provide executive-assistant level support while also bringing wealth management/financial services operational knowledge with minimal ramp-up time. The person in this position will manage business-related tasks for the office including setting appointments, communicating with clients, coordinating with custodians and investment companies to meet client needs, and managing business pipelines. To be successful in this role, one must be a team player, eager to serve clients, comfortable acting as a professional gatekeeper, and able to build trusted relationships with clients while supporting a faith-based office culture.

Essential Duties and Responsibilities:

Serve as the first point of contact and gatekeeper for the Financial Advisor—answer and problem-solve incoming telephone, voice mail, e-mail, and in-person requests professionally and courteously
Schedule, organize, and confirm appointments, meetings, and phone calls with current and prospective clients
Build and maintain strong relationships with clients by delivering a responsive, high-touch service experience and coordinating timely follow-up
Prepare meeting agendas and materials; print and assemble packets as needed; and ensure the conference room is prepared for client meetings (room set-up, refreshments, and technology readiness)
Update website and social media sites with relevant event information and market commentary
Prepare, organize, coordinate, and maintain all client paperwork
Complete client paperwork with clients, both in person and via Docusign, and maintain communication with the client about the status of accounts
Coordinate account funding workflows including transfers (ACAT), rollovers, and related paperwork—understanding the different processes, timelines, and terminology; proactively track status and communicate updates
Maintain client and other appropriate information in company software including but not limited to accurate and timely processing of updates and report requests
Type and design general written and electronic correspondence
Observe strict confidentiality of client information
Maintains office supplies and facilitates contracts with office equipment vendors
Document and continually improve office and client-service processes (e.g., client meeting workflow, gifting, follow-up cadence) to drive efficiency, leverage technology, and support a high-impact client experience
Utilize financial platforms including Wealthport, Fidelity Institutional, MoneyEdge, Redtail, Riskalyze, and Microsoft Office Suite.

Non-Essential Duties and Responsibilities:

Be available at the direction of the Financial Advisor for other duties and responsibilities including various projects

Preferred Candidate Profile:

Mid-career professional who is excited to build with a growing team and be part of something exceptional
Prior experience in wealth management, financial advisory, brokerage, or similar financial services operations (able to “speak the language” and execute with minimal training)
Operational fluency with common account and paperwork workflows (including ACAT transfers and rollovers) and a strong follow-through mindset
Strategic, process-oriented thinker who asks about priorities, identifies bottlenecks, and helps create systems that deliver a high-impact client experience in less time
Local to the Richmond, VA area (preferred)

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Requirements:

Language Ability: Ability to read and interpret documents such as rules, instructions, and manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
Mathematical Ability: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or scheduled form.
Computer Skills: E-mail, Internet software, spreadsheets and their macros, graphics, word-processing and company proprietary software used by the company. Typing skills in the 40-50 wpm range.
Ability to follow verbal and written communications.
Ability to communicate effectively with public and co-workers in a professional and courteous manner.
Ability to express ideas clearly both in written and oral communications.
Ability to self-motivate and work independently.
Ability to organize and manage multiple priorities (time management).

Education/Experience:

Associate’s degree or equivalent from two-year college or technical school; and/or 3+ years of related experience in an administrative, client service, or operations role (financial services/wealth management strongly preferred); or equivalent combination of education and experience.

Certificates and Licenses:

Series 7 and Series 66 license preferred. Industry designations and/or relevant operations experience (e.g., custodial platform familiarity, account transfer/rollover processing) are a plus.

Compensation

Salary $50,000-80,000 per year, based on experience
10 days PTO and paid holidays
Medical, Dental and Vision Insurance

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Purpose and Wealth Team are not affiliated.

Pay: $50,000.00 - $80,000.00 per year

Benefits:

Health insurance
Paid time off

Application Question(s):

Have you ever provided support for a Financial Advisor before? If Yes, please explain.

Ability to Commute:

Henrico, VA 23233 (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance assistant jobs in richmond va

Financial Administrative Assistant

Underwriter Assistant

Underwriting Assistant

Underwriting Assistant

Assistant Deputy Commissioner - Bank & Credit Unions (Hybrid)

Assistant Controller

DENTAL Financial and Administrative Coordinator

Assistant CFO of Practice Operations

ASSISTANT REGIONAL CONTROLLER - RICHMOND, VA

Assistant Controller

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