Client Service Administrative Assistant

About this role

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Client Service Administrative Assistant in our Fairfax, VA office, you’ll provide floating administrative support to one or more Financial Planning teams and act as a liaison between clients and internal contacts at all levels of the organization. This individual will also provide general office support with a variety of clerical activities and related tasks. This will be a resident role, requiring you to work in the office 5 days a week.

We are looking for someone who will provide a welcoming experience for clients and visitors while supporting Planning Teams with administrative, client service and office operations activities. This role helps ensure the office runs efficiently while delivering a high level of service to both internal and external clients.

Responsibilities:

• Serve as the first point of contact for all visitors, providing professional and welcoming office experience

• Support Planning teams with administrative and client service needs, including preparing and processing client paperwork and checks

• Track and follow up on submitted paperwork and checks to help ensure timely account opening and funding

• Prepare, distribute and manage incoming and outgoing mail, packages, parking validations, marketing materials and other office-related items

• Assist with scanning, mailing, filing and other client and prospect correspondence

• Provide back-up administrative support to the Planning teams, including answering and routing incoming calls and taking messages

• Coordinate office supply orders and serve as a liaison with Facilities and other office support vendors

• Maintain the appearance and organization of reception area, conference rooms, and shared office spaces

• Deliver exceptional client service while helping maintain a positive client experience

• Support office events, projects, and other business activities as needed

Requirements:

• 1-2 years of client service, administrative support or related experience

• Bachelor's degree: business or financial field preferred

• Strong client service, interpersonal, verbal and written communication skills

• High attention to detail and ability to produce accurate work

• Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines

• Comfortable working in a fast-paced environment and adapting to changing priorities

• Ability to handle sensitive and confidential information with discretion

• Proficiency with Microsoft Office and other business technology tools

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Pay Range
$45,000—$60,000 USD

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more…