1mo
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Client Support & Benefits Representative
Richmond, Virginia, United States
RemoteFull Time, Part Time
Insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivated, basic computer/CRM skills, ability to work independently and manage time effectively.
CRM
1w
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Client Operations Specialist
Richmond, Virginia, United States
$45k-$55k/yr HybridFull Time
Supporting complex client accounts by coordinating operations, timelines, financial workflows, and client deliverables; strong organization, proofreading, budgeting and stakeholder coordination skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, AI tools
2d
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Wealth Management Client Associate
Richmond, Virginia, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, use Microsoft Office and Salesforce; high school diploma required; pursuing or holding SIE/Series 7/66/63/65 preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2mo
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Registered Client Service Associate - Newport News, Virginia
Newport News, Virginia, United States
$26-$43/hr OnsiteFull Time
3+ YOESeries 7 or 66 required; 3+ years client-facing wealth management support; in-office, Monday–Friday.
Microsoft Office, CRM software
3w
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Senior Associate, Project Manager
McLean or Richmond or Riverwoods
$88k-$110k/yr OnsiteFull Time
3+ YOEBachelor's or military experience, 3+ years project management, 2+ years model risk management in a regulated financial institution, 2+ years supporting internal business clients, PMP required, proficiency with Excel/Google Sheets and BI/PM tools.
Quicksite, Tableau, JIRA, Github, Microsoft Excel, Google Sheets
1w
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Legal Assistant - Client Advocate
Richmond, Virginia, United States
$52k-$67k/yr HybridFull Time
Perform client intake, case management, data entry into Legal Server, front-desk duties, client communication, and administrative support; proficiency in MS Office; commitment to racial and social justice.
Microsoft Word, Microsoft Excel, Teams, Microsoft Outlook, Legal Server
1mo
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Non-Registered Client Service Assistant - Towne Wealth Management (Raymond James Financial Services, Inc.) - Williamsburg, VA
Williamsburg, Virginia, United States
OnsiteFull Time
3+ YOEHigh school diploma, 3+ years retirement plan or related experience (5+ years securities preferred). Strong customer service, communication, organizational and analytical skills; Microsoft Windows and Outlook proficiency.
Microsoft Windows, Microsoft Outlook
1mo
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Non-Registered Client Service Assistant - Towne Wealth Management (Raymond James Financial Services, Inc.) - Williamsburg, VA
Williamsburg, Virginia, United States
OnsiteFull Time
3+ YOE3+ years retirement plan industry or related experience required; high school diploma; strong customer service, communication, analytical, and organizational skills; competence with Windows and Microsoft Outlook; familiarity with AML/BSA regulations.
Windows, Microsoft Outlook, Copier, Fax
1mo
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Fiduciary Support Specialist - Flexible location within the Truist Geography
Atlanta or Raleigh or Charlotte or Winter Park or Nashville or Richmond
OnsiteFull Time
3+ YOE3+ years fiduciary/support or related financial client-service experience; knowledge of trust/estate operating systems and bank policy; strong problem-solving, communication, and relationship management; occasional overnight travel; English required.
2mo
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Card Vertical Risk Manager, Card Data - Principal Associate
McLean or Richmond or Riverwoods
$121k-$138k/yr OnsiteFull Time
1+ YOEHigh School Diploma; 1+ year risk management and controls; 1+ year data reporting/analysis; 1+ year creating presentations for senior stakeholders; 2+ years project/process management; 2+ years supporting internal clients.
2d
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Legal Adminstrative Assistant
Henrico, Virginia, United States
$18/hr OnsiteFull Time
1+ YOEProvide administrative support for legal department: court/summons processing, calendar management, document preparation, filing, client communication; 1+ year admin experience; high school diploma/GED; proficiency with Microsoft Office.
Microsoft Office
1w
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Tax Coordinator
Norfolk, Virginia, United States
OnsiteFull Time
Provide administrative support to tax team, process tax deliverables, coordinate mailings, manage confidential client documents; strong Word/Excel/Adobe/Outlook skills and client communication; CPA firm experience preferred.
Word, Excel, Adobe, Outlook
2w
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Branch Office Administrator - Hayes, VA
Hayes, Virginia, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, manage account tasks, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
2w
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Lead Advisor
North Bethesda or Reston or Rockville or Richmond
OnsiteFull Time
5+ YOE5+ years in client-facing advisory/wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience leading support staff and strong financial planning and investment management skills.
CRM
2mo
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Legal Practice Assistant
Richmond, Virginia, United States
$70k-$90k/yr HybridFull Time
5+ YOEFive years legal and/or Real Estate admin support; proficiency in MS Office; experience with document management; ability to draft loan documents; strong client service.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, PowerPoint, iManage
4w
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Regional Director of Field Operations - Northern Virginia
Manassas or Ashburn or Loudoun County or Prince William County or Columbus or Richmond or South Hill or Atlanta
FieldFull Time
20+ YOE20+ years heavy‑civil self‑perform construction leadership; deep earthwork, mass grading, and wet utilities expertise; proven client relationship and pursuit support; strong safety leadership (OSHA 30/500 preferred); Procore experience preferred.
Procore
2d
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Public Safety CAD Administrator
Chesterfield, Virginia, United States
$89k-$136k/yr OnsiteFull Time
3+ YOEBachelor's in IT or equivalent plus 3 years in web/client-server application development/support; experience with Windows Server, VMs, SQL, F5 Load Balancer, PowerShell, LAN/WAN, Microsoft Office 365; CJIS compliance and public safety experience preferred; must pass background checks and meet US residency/citizenship requirement.
Windows Server OS, VMs, SQL, F5 Load Balancer, PowerShell, LAN/WAN, Microsoft Office 365, OpenShift RedHat Platform, Nutanix Virtual Computing platforms
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