ProspectBlue
ProspectBlue seeks a Finance Administrative Assistant for their client in Richmond, VA!
Our client, a respected financial services firm in Richmond, is seeking a
Finance Administrative Assistant
to support daily operations and client service activities. This is a great opportunity for someone with strong organizational skills and a
Series 66 license
who’s looking to grow within a professional and client-focused environment.
Key Responsibilities
Support financial advisors with scheduling, document preparation, and client follow-ups
Maintain and organize client records in compliance with industry regulations
Assist with account openings, transfers, and general administrative tasks
Communicate effectively with clients and internal team members
Qualifications
Series 66 required
(or ability to obtain quickly)
Prior experience in a financial services or advisory environment preferred
Strong attention to detail and communication skills
Proficient in Microsoft Office and CRM systems
If you're licensed and ready to support a dynamic financial team, let’s connect!
Seniority level Entry level
Employment type Full-time
Job function Administrative
#J-18808-Ljbffr
Our client, a respected financial services firm in Richmond, is seeking a
Finance Administrative Assistant
to support daily operations and client service activities. This is a great opportunity for someone with strong organizational skills and a
Series 66 license
who’s looking to grow within a professional and client-focused environment.
Key Responsibilities
Support financial advisors with scheduling, document preparation, and client follow-ups
Maintain and organize client records in compliance with industry regulations
Assist with account openings, transfers, and general administrative tasks
Communicate effectively with clients and internal team members
Qualifications
Series 66 required
(or ability to obtain quickly)
Prior experience in a financial services or advisory environment preferred
Strong attention to detail and communication skills
Proficient in Microsoft Office and CRM systems
If you're licensed and ready to support a dynamic financial team, let’s connect!
Seniority level Entry level
Employment type Full-time
Job function Administrative
#J-18808-Ljbffr