Administrative Assistant (Financial Planning)

Company Overview:Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.
Job Purpose/Summary of the Administrative Assistant (Financial Planning):The Administrative Assistant (Financial Planning) will be responsible for providing administrative support to the Financial Planning group. Exceptional communication, time management skills, and organizational skills are crucial for this position.

Summary of Competitive Benefits & Perks:

• Health/Medical Insurance including Dental and Vision
• 401(k) with company match
• Paid time off
• Bonus/Target Incentive
• Tuition Reimbursement
• Complimentary usage of modern in-house fitness center
• On-premise full-service dining center discounts
• Discounts via the company’s EAP
• Monthly Employee Recognition Programs
• Referral bonus
• Pre-tax transportation options
• Plus more!

Essential Job Functions of the Administrative Assistant (Financial Planning):

• Schedule meetings, coordinate schedules with clients and other professionals, and confirm meetings 24 hours in advance
• Arrange travel for prospect and client meetings
• Help planners track down client/prospect information and assist in entering data into Emoney Advisor
• Assist with meeting preparation (scheduling, printing, and binding)

Provide effective, confidential administrative support including:
• Answering telephones
• Preparing and maintaining client files
• Preparing and submitting expense reports
• Preparing correspondence for prospects and clients
• Processing mail


• Provide back-up support to other administrative positions within the firm
• Communicate clearly and effectively with clients; respond to their requests and work with them to resolve issues and meet their needs
• Maintain files, prepare client review materials, copies, scans and faxes
• Organize documents and correspondence in client files
• Assist in logging meetings and meeting notes in the CRM system
• Help planners with meeting follow-up, including following up with clients to ensure to-dos have been completed and asking clients for additional information as needed
• Maintain office supply inventory for the group and anticipate needs
• Other duties as assigned.

Required Skills and Abilities of the Administrative Assistant (Financial Planning):

• Highly effective written and oral communication skills
• Excellent organizational skills and ability to prioritize multiple tasks
• Strong attention to detail
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Ability to handle confidential information appropriately
• Follow-through on outstanding items
• Ability to effectively interact with all levels of employees within the organization and with clients 

Required Education / Experience of the Administrative Assistant (Financial Planning):

• Bachelor’s Degree or equivalent work experience
• Three to five years of relevant experience

Core Company Competencies:

• Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
• Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
• Ethics/Integrity: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
• Teamwork: Demonstrates a commitment to collaboration, mutual respect, and shared responsibility in achieving common goals. 

Core Job Competencies:

• Communication: Interact with employees at many levels of the organization and must have the ability to express ideas and information orally and in writing keeping in mind the intended audience.
• Written communication: Expressing ideas and opinions