Administrative Assistant; Financial Planning

Overview

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else.

From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.

Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.

Administrative Assistant (Financial Planning): provide administrative support to the Financial Planning group. Exceptional communication, time management skills, and organizational skills are crucial for this position.

• Health/Medical Insurance including Dental and Vision
• 401(k) with company match
• Paid time off
• Bonus/Target Incentive
• Tuition Reimbursement
• Complimentary usage of modern in-house fitness center
• On-premise full-service dining center discounts
• Discounts via the company’s EAP
• Monthly Employee Recognition Programs
• Referral bonus
• Pre-tax transportation options
• Plus more

• Schedule meetings, coordinate schedules with clients and other professionals, and confirm meetings 24 hours in advance
• Arrange travel for prospect and client meetings
• Help planners track down client/prospect information and assist in entering data into Emoney Advisor
• Assist with meeting preparation (scheduling, printing, and binding)
• Provide effective, confidential administrative support including:
  • Answering telephones
  • Preparing and maintaining client files
  • Preparing and submitting expense reports
  • Preparing correspondence for prospects and clients
  • Processing mail
  • Provide back-up support to other administrative positions within the firm
  • Communicate clearly and effectively with clients; respond to their requests and work with them to resolve issues and meet their needs
  • Maintain files, prepare client review materials, copies, scans and faxes
  • Organize documents and correspondence in client files
  • Assist in logging meetings and meeting notes in the CRM system
  • Help planners with meeting follow-up, including following up with clients to ensure to-dos have been completed and asking clients for additional information as needed
  • Maintain office supply inventory for the group and anticipate needs
  • Other duties as assigned

• Highly effective written and oral communication skills
• Excellent organizational skills and ability to prioritize multiple tasks
• Strong attention to detail
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Ability to handle confidential information appropriately
• Follow-through on outstanding items
• Ability to effectively interact with all levels of employees within the organization and with clients

• Bachelor’s Degree or equivalent work experience
• Three to five years of relevant experience

• Excellence: commitment to continuous improvement, innovation, and high standards
• Results: delivering exceptional results and value for the team and the organization
• Ethics/Integrity: commitment to integrity, peer respect, and fairness
• Teamwork: collaboration, mutual respect, and shared responsibility

• Communication: express ideas and information clearly to diverse audiences
• Written communication: clear, well-structured, grammatically correct documents
• Customer focus: understand and meet internal and external customer needs
• Quality Orientation: maintain high standards and seek continuous improvement
• Attention to Detail
• Initiative: self-starting and proactive actions
• Follow-up: timely follow-up on job-related activities
• Multitask: manage multiple activities within deadlines
• Teamwork: contribute to a cohesive team

• Office environment with prolonged periods of…