What are the responsibilities and job description for the Financial Services Associate position at Davenport & Company LLC?
FINANCIAL SERVICES ASSOCIATE
Department: Financial Services
Location: Richmond, VA
Overview
This position will be responsible for assisting the Financial Services Department with a wide variety of assignments that support departmental administrative and marketing efforts.
Responsibilities
Responsibilities of this position include, but are not limited to:
We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high-deductible health plan with an HSA, an on-site Health Center, Paid Time Off and elective dental and vision benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.
DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER
Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Department: Financial Services
Location: Richmond, VA
Overview
This position will be responsible for assisting the Financial Services Department with a wide variety of assignments that support departmental administrative and marketing efforts.
Responsibilities
Responsibilities of this position include, but are not limited to:
- Assisting with inquiries and requests from Financial Advisors and Client Service Associates
- Processing and analyzing business requests relating to retirement plans, donor advised funds and other products supported by Financial Services
- Creating and maintaining internal forms and marketing pieces
- Maintaining the Financial Services intranet page
- Assisting with data gathering and entry for financial plans
- Assisting department members with special projects and meetings
- College degree
- Professional and service-oriented demeanor
- Strong organizational and problem-solving skills and attention to detail
- Ability to handle and prioritize multiple tasks within a stated deadline
- Ability to take direction and complete assignments with little supervision
- Proficient with Excel and other Microsoft Office products
- Desire to work in a team environment and the ability to thrive in a fast-paced and changing work environment
We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high-deductible health plan with an HSA, an on-site Health Center, Paid Time Off and elective dental and vision benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.
DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER
Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.