Job Description

ProspectBlue seeks a Finance Executive Administrative Assistant for their client in Richmond, VA!

Our client, a respected financial services firm in Richmond, is seeking a Finance Administrative Assistant to support daily operations and client service activities. This is a great opportunity for someone with strong organizational skills and a Series 66 license who’s looking to grow within a professional and client-focused environment.

Key Responsibilities:

• Support financial advisors with scheduling, document preparation, and client follow-ups
• Maintain and organize client records in compliance with industry regulations
• Assist with account openings, transfers, and general administrative tasks
• Communicate effectively with clients and internal team members

Qualifications:

• Series 66 required (or ability to obtain quickly)
• Prior experience in a financial services or advisory environment preferred
• Strong attention to detail and communication skills
• Proficient in Microsoft Office and CRM systems

If you're licensed and ready to support a dynamic financial team, let’s connect!