Administrative Assistant - Financial Advisory at Park View Federal Credit Union in Harrisonburg, Virginia

Job Description:

The Administrative Assistant provides administrative support to the financial advisors and office manager. The Administrative Assistant represents Park View Financial Advisors professionally to all clients, members and prospects, our broker dealer ProEquities’, Advisors Financial Group (AFG), and all fund company partners, ensuring a high standard of quality service. 

Administrative details are handled in a timely and efficient manner with a high level of integrity and confidentiality. Established policies, procedures and regulatory guidelines are followed.

• Bachelor’s degree, preferably in a business-related field


• Strong work tenure minimum of 3-5 years professional office experience, preference given to those with experience supporting financial advisors


• Highly skilled in Microsoft Office products; experience with databases a plus


• Exceptional planning, time management and organizational skills. Accuracy is essential in all work. Must be detail oriented and able to work under pressure when meeting deadlines. 


• Must be trustworthy, providing a high level of integrity and discretion in handling confidential information and dealing with professionals both inside and outside the company


• Strong written, verbal and interpersonal communication skills


• Must be able to work independently with minimal instruction and oversight, as well as collaborate effectively and work as a team player


• Required to be fingerprinted, pass a background check, and provide various financial disclosures necessary for securing Non-Registered Fingerprinted Person (NRF) status with ProEquities