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Client Service & Operations Assistant

Company: Steigerwald, Gordon & Koch Wealth Advisors
Location: Leesburg
Posted on: January 13, 2020

Job Description:

Come join a professional and high-spirited team dedicated to helping our clients lead healthier and wealthier financial lives! Located in Leesburg, VA, Steigerwald, Gordon & Koch is an independent, boutique-style, fee-only financial planning and investment management firm.--We are passionate about comprehensive planning, helping our clients find financial peace of mind and giving them back one of their most valuable resources:--time. We pride ourselves on our service to clients.SGK Quick Facts:Independent FiduciariesAUM - $600M+Employees - 10 and growingProud member of the Schwab Advisor Network (SAN) for over 20 yearsKey job functions:Provide the first impression to clients: answering phones and directing calls, greeting visitors and making them feel at homeSend email reminders to clients for the following day's meetingsRun reports for the day's meetings and when requestedParticipate in the Quarterly Reporting processScan notes and statements into client files and input detailed notes into our CRM systemPrepare marketing booklets for prospectsAssist in the preparation of client paperwork and assist in the scheduling of client and prospect meetingsQualifications:Excellent people skillsStrong written and oral communicationStrong PC skills including intermediate knowledge in Microsoft Word, Excel and OutlookPrior administrative and computer experienceBenefits:Fully company paid health, dental, short- and long-term disability and group life insurance401(k) retirement plan with company matchPaid vacation time

Keywords: Steigerwald, Gordon & Koch Wealth Advisors, Leesburg , Client Service & Operations Assistant, Other , Leesburg, Virginia

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