Administrative Assistant Job at One Day In July | Financial Advisors in Montpeli

Job Overview

Join to apply for the Administrative Assistant role at One Day In July | Financial Advisors

Job ID: AA602

Location: Montpelier, Vermont with travel to other One Day In July offices.

Status: Full time

Firm Summary

Headquartered in Burlington, Vermont, One Day In July is a rapidly growing investment firm committed to distrusting the financial industry with a focus on reducing fees and improving portfolio performance for investors.

One Day In July provides investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States. Our growth has been rapid, and we are expanding the team at our Montpelier office to help ensure the firm can continue to meet its high standards for excellent client service while remaining in compliance with all applicable regulations. We are fiduciaries on all client accounts.

To learn more about our firm’s culture and priorities, please refer to the firm’s materials.

Job Description

As an Administrative Assistant at One Day In July, you will be responsible for helping the firm meet its administrative duties to support the firm, including in our client area and our compliance department.

You do not need prior financial industry experience, though you should demonstrate why you are exceptional in your application. We will provide on-the-job training.

Responsibilities

• Provide clerical and administrative support to the firm overall, including front desk reception and fielding calls from prospective and existing clients.
• Coordinate with clients to complete various paperwork and other tasks.
• Prepare for client meetings, including making sure all necessary paperwork is printed and ready.
• Update client records and organize communications.
• Identify anomalies or errors and take corrective action as needed.
• Prioritize and track items that need to be accomplished while managing deadlines.
• Coordinate communications and workflows with Advisors and others in the firm.
• Organize a large volume of paperwork and digital files.

A strong candidate will

• Maintain a high standard for attention to detail.
• Possess excellent communication skills, both written and verbal.
• Have excellent organizational skills.
• Be proactive: identify opportunities and problems and take them to the next level without being asked.
• Be able to wear multiple hats and quickly adapt to changing priorities.
• Focus on processes and controls with the ability to understand and assess risk.
• Possess a positive attitude, resilience, and the ability to prioritize.
• Maintain confidentiality and ethical standards.
• Share the firm’s mission and investment philosophy of lowering fees and the value of diversified, low-cost index funds.
• Be able to travel to other One Day In July offices within 60 miles of the Montpelier office.

What’s in it for you?

• Be part of an honest, transparent firm that acts in clients’ best interest as a fiduciary.
• Competitive pricing and market presence benefits.
• Join an established but rapidly growing firm.
• Low-meeting culture and a friendly, hardworking team.
• Opportunities to develop mastery of subject areas that help clients and colleagues.
• Beautiful office in downtown Montpelier.
• This job is full time and based in Montpelier, VT with required travel to other offices within 60 miles.
• Training in the Burlington, VT office is required at the start of this role.
• Open to both full-time and part-time candidates.
• Salary: $50,000+ commensurate with experience.
• 401(k) plan with low-cost index funds and One Day In July strategy embedded; 401(k) match available after eligibility requirements.
• Company-provided Mac laptop and ergonomic workspace setup.
• Paid vacation with vacation guidelines to disconnect from work.

To Apply

Please send the following to Burta Kelly at careers@onedayinjuly.com

• A resume in PDF format.
• A cover letter in PDF format explaining what makes you stand out from other applicants and evidence of prior excellence and commitment.
• A one-page, single-spaced PDF describing a situation where you identified a problem or inefficiency and how you addressed it, plus a bottom-half definition of excellence in prior roles.
• The Job ID AA602 should start the subject line of your email.

One Day In July LLC is an equal opportunity employer.