Seven Days Jobs is hiring: Administrative Assistant in Burlington

Job ID: AA401
Location: Burlington, Vermont
Status: Full time

Salary: $55,000+ commensurate with experience.

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.

Job Description

As an Administrative Assistant at One Day In July, you will be responsible for various administrative duties to support the firm, including working closely with our clients and Compliance and Operations teams.

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.

In this role, you will

• Coordinate the purchase and organization of office supplies.
• Prepare outbound mail to be sent to clients and distribute incoming mail internally.
• Serve as “Front Desk Reception,” greeting guests to the office and assisting them in settling in for their meetings, receiving packages, etc.
• Field incoming calls from both prospective and existing clients.
• Provide clerical and administrative support to the firm overall. Duties will include:
• 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 various 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 great deal 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.
• Have excellent computer skills: Excel, Word, Gmail, and web browsers.
• Focus on processes and controls with the ability to understand and assess risk.
• Possess a positive attitude, tremendous grit, and ability to prioritize.
• Have a commitment to maintaining confidentiality and ethical standards.
• Share our firm’s mission and investment philosophy of lowering fees and espousing the value of diversified, low-cost index funds.

Benefits

• 401k plan with low-cost index funds and One Day In July strategy embedded. No high fee funds (this matters greatly, as you’ll learn if you work here)! Available after meeting eligibility requirements.
• 401k match. Available after meeting eligibility requirements.
• An excellent Mac laptop with a fast processor and retina screen, a sit-down / stand-up desk, plenty of space to work comfortably, relatively private work areas, and other resources for top productivity. Our employees are not cogs in a machine and we don’t treat them that way.
• Paid vacation. Number of weeks commensurate with experience. Includes the luxury of being required (yes, required) by the firm’s founder to disconnect from work on your vacation days.
• Health care plan.

Follow the link in this posting to apply.

We respond to all diligent applicants. We keep all applications private.

One Day In July LLC is an equal opportunity employer.