Meeting

Client Service Associate/Assistant Administrator

CLIENT SERVICE ASSOCIATE/ASSISTANT ADMINISTRATOR

Location:    Richmond, VA
Department:    Fixed Income
 
JOB SUMMARY

This full-time, hourly position is designed to give the employee broad exposure and working knowledge of the administration and management of the Fixed Income Department, through processing daily bond activity and performing multiple administrative functions related to bond trading activity.  The position also supports the retail and institutional sales business of the Fixed Income Sales staff. 
 
RESPONSIBILITIES
Responsibilities include, but are not limited to:
  • Answering phones
  • Preparing correspondence
  • Submitting client requests for checks, wires, transfers and security registrations
  • Aiding clients with monthly statement and annual tax notices
  • Assisting with all forms of account paperwork
  • Maintaining records and files as required by the Compliance department
  • Working with internal service departments including Operations, New Accounts, Portfolio Services, Financial Services, and Research
QUALIFICATIONS
  • College Degree and/or industry experience
  • 3 years of professional experience preferred
  • Series 7 and 66 registrations, or the aptitude and ability to obtain registrations within six months of the hire date
  • Extremely well-organized, detail oriented and accurate; must be able to multi-task and meet deadlines
  • Highly motivated with excellent communication and customer service skills
  • Proficiency in Microsoft Outlook, Word and Excel
  • Ability to learn and master computer applications that house customer data
  • Ability to understand and adhere to industry rules and regulations
  • Professional demeanor
  • Willingness to work in a team environment
  • Regular full-time attendance to meet the daily demands of the position
BENEFITS
We offer a competitive salary and benefits package, including a retirement plan, medical, dental and vision coverage, paid time off, and disability & life insurance.
 
APPLICATION INSTRUCTIONS for Qualified Applicants
Submit your resume and cover letter by using the 'apply' button located on this page.
 
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.