Administrative Assistant

Montgomery County, MD
$40,000.- $50,000.
Nov 04, 2019
Dec 04, 2019
Full Time
Enjoy speaking to clients? Interested in Finance and Investments? Ready for the next step in your career or are you just starting out? If your path leads to Investments, then one of Montgomery County's most successful organizations is seeking YOU! This small team is actively recruiting for a self motivated, detailed and energetic individual to join them as a Client Service Associate. Frequent interaction with high net worth clients, while maintaining and updating confidential information is only the beginning.You will assist in problem resolution; handle client referrals, maintain client database, process reports and documents in anticipation of client meetings; schedule appointments adn assist with all aspects of the financial planning process; all while maintaining a high standard of client service. .

Job Requirements

College degree is preferred ,with 2-3 years of administrative background ; industry experience a plus. Strong analytic background with excellent communication skills and proficient MS Office skills. Resumes should be emailed to Catherine Mitchell at m or call 301-998-45688 .

Additional Information

NRI is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

Meet Your Recruiter

Catherine Mitchell
Senior Account Manager

Since 1991, I have had the pleasure of building relationships with clients, candidates and a great team at NRI. The philosophy is simple; honest communication, team work, accountability and passion. It has led me to new experiences, some great new friends and a fantastic network of contacts across diverse industries. The people I have met have shared their interests and we have found much in common; from family bonds including our four legged buddies; to favorite books ; to the great outdoors and the joys of gardening. This has led to the ability to have warm conversations; sharing ideas and conducting business with people I enjoy working with.

I value my network and welcome the opportunity to expand it. Please feel free to reach out to discuss your career!

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