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Financial Planning Administrative Specialist

Job in Bethesda, Montgomery County, Maryland, 20811, USA
Listing for: B.F. Saul Mortgage Company
Full Time position
Listed on 2026-01-27
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
A financial services firm in Bethesda, MD, is seeking an Administrative Assistant for the Financial Planning group. The role involves scheduling meetings, managing client communications, and providing essential support to the planning team. Candidates should possess excellent communication and organizational skills, with a Bachelor's Degree or equivalent experience required. The company offers competitive benefits and values diversity in the workplace.
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