What are the responsibilities and job description for the Account Administrator position at Kanawha Capital Management, LLC?
Job Title: Account Administrator
Location: Richmond, Virginia
Company: Kanawha Capital Management
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)
• Bachelor’s degree (preferred)
• Proficiency in Microsoft 365 (Outlook, Word, Excel, PowerPoint)
• Experience in DocuSign 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
Compensation & Benefits
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
• Group life insurance
• Paid time off
How to Apply
Please email your cover letter and resume to info@kancap.com.