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Financial Planning Admin & Client Support Specialist

Job in Bethesda, Montgomery County, Maryland, 20811, USA
Listing for: Chevy Chase Trust
Full Time position
Listed on 2026-01-25
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 65000 - 80000 USD Yearly USD 65000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial planning firm located in Bethesda, Maryland, is seeking an Administrative Assistant to provide essential support to the Financial Planning group. The role requires exceptional organizational skills, effective communication, and attention to detail. You will manage client meetings, maintain files, and assist planners in their activities. A Bachelor's degree and three to five years of relevant experience are required.

Competitive salary ranging from $65,000 to $80,000 annually is offered, along with extensive benefits.
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