Client Service Assistant

Job Summary

  • Benefits:

    Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Parental Leave, Retirement Savings, Disability, Paid Holidays, Paid Time Off, Community Service

  • Location:

    Herndon, VA

  • Type:

    Full-time

  • Categories:

    Customer Service, Virtual Assistant, Administrative Assistant

  • Company:

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  • Summary:

    Provide administrative support to Wealth/Financial Advisors by preparing account documents and reports, delivering exceptional client service, managing calendars, and coordinating client events to enhance the overall client experience.

  • Job Description

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