Account Administrator

1 day ago Be among the first 25 applicants Direct message the job poster from Kanawha Capital Management, LLC Job Title: Account Administrator Location: Richmond, Virginia 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) • 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 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 • Paid time off How to Apply Please email your cover letter and resume to info@kancap.com. Seniority level

Seniority level Entry level Employment type

Employment type Full-time Job function

Job function Administrative Industries Investment Management and Financial Services Referrals increase your chances of interviewing at Kanawha Capital Management, LLC by 2x Get notified about new Account Administrator jobs in

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