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Office Assistant

Company Confidential

Virginia 23452
Job Type:
Job Status:
Full Time
  • Accounting & Finance
  • Administration/General Office
  • Banking/Financial Services
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Job Details

A local financial services company is seeking a bright, self-motivated Office Assistant who has exceptional attention to detail and works well as part of a professional team.

A general description of job responsibilities include: 

  • Entering data into various spreadsheets and client software
  • Accurate investment tracking and recording
  • Answering a multi-line phone system and providing client assistance
  • Communicating with internal and external representatives regarding account details
  • Working closely with management to adhere to stringent rules and regulations set forth by the securities industry. 
  • Producing reports accurately and in a timely fashion


  • Previous office experience in a professional setting 
  • Strong competency using Microsoft Office Suite
  • Proven track record mastering attention to detail
  • Excellent documentation and follow-up skills
  • Previous experience in banking or other financial environment required
  • Previous college coursework in finance or accounting preferred
  • Candidate must be willing to take the Series 6 exam within 90 days.
  • Experience in handling multi-line phone systems

Please email resume to

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