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Job ID: 011CA
Location: Burlington, Vermont
Status: Full time
Salary: $45,000 - $55,000 commensurate with experience.
We are excited to be expanding our headquarters in Burlington, Vermont, and are looking for talented individuals to join our team.
One Day In July provides personalized investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States.
As an Administrative Assistant at One Day In July, you will be responsible for helping the firm meet its administrative duties to support the firm, including in our client area and our compliance department.
- Serve as “Font Desk Reception,” including fielding calls from both prospective and existing clients.
- Coordinate with clients to complete various paperwork and other tasks.
- Update client records and organize communications.
- Identify various anomalies or errors and take corrective action as needed.
- Prioritize and track items that need to be accomplished while managing deadlines.
- Coordinate communications and workflows with advisors and others in the firm.
- Organize a great deal of paperwork and digital files.
- Schedule meetings and manage calendars.
- Assist the Chief Compliance Officer in reviews and reporting.
Learn More & Apply
Follow the link in this posting to learn more about this role and to apply.
(or visit: www.onedayinjuly.com/careers)
We respond to all diligent applicants. We keep all applications private.
One Day In July LLC is an equal opportunity employer.
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
Work Location: In person