Account Administrator

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Direct message the job poster from Kanawha Capital Management, LLC

Job Title:

Account Administrator

Location:

Richmond, Virginia

Kanawha Capital Management is a well-established, SEC-registered investment adviser located in

Richmond, Virginia. With over $1.5 billion in assets under management, we have been delivering

personalized wealth and investment management services to high-net-worth individuals and families for more than thirty years.

Position Overview:

We are seeking an Account Administrator to join our team. The ideal candidate is a successful multitasker with excellent communication skills, a problem-solving mindset, and an ability to enhance operational efficiency through technology.

Key Responsibilities

• Communicate effectively with clients via phone, email, and in-person interactions

• Leverage technology and software tools to streamline operations and enhance the client

experience

• Organize and prioritize tasks across various operational functions

• Fulfill client service requests (e.g. new account setup, cash journals, charitable contributions, and required minimum distributions)

• Assist in preparing quarterly performance reports and materials for client review meetings

Qualifications & Attributes

• 1-2 years of experience in customer service or operations within the wealth management industry (preferred)

• Proficiency in Microsoft 365 (Outlook, Word, Excel, PowerPoint)

• Experience in Docu Sign or similar electronic signature programs

• Strong attention to detail with excellent written and verbal communication skills

• Collaborative team player with a positive attitude and willingness to learn

• Highly organized, adaptable, and dependable

We offer a competitive base salary with the potential for performance-based bonuses. Our comprehensive

benefits package includes:

• Medical, dental, and vision insurance

• 401(k) retirement plan with employer profit-sharing contributions

• Short and long-term disability coverage

• Paid time off

How to Apply

Please email your cover letter and resume to

• Seniority level
  
  Entry level

• Employment type
  
  Full-time

• Job function Administrative
• Industries Investment Management and Financial Services

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