Financial Dynamics Careers


Check out these career opportunities at Financial Dynamics

Work with Us

Do you have superior client service skills and a great work ethic to contribute to an established and continually growing office? Our fast-paced financial advisory firm is looking for strong, detail-oriented candidates for several open positions. Our formula for success is to put our clients first. If you’re looking for the tools, resources and freedom to build a great future, please contact us today!

Director of First Impressions

We are expanding our team of professionals as we focus on growing our financial firm here in Midlothian, VA. Part of our growth strategy is adding an articulate and productive Administrative Assistant to our team. This individual would be a contributing member of our firm through idea sharing, upbeat personality and making a positive impact while working with others.

Currently, we are looking to fill this position as a part-time (20-25 hours per week) role to start. If you have the skill set to join a company where your efforts are recognized and have your weekends free, reach out and talk with us!

Please submit your resume to hiring@fdaamail.com.

Minimum Requirements

  • Exception organization, communication and time-management skills.
  • Highly organized and able to multi-task effectively.
  • Professional phone skills and ability to build trust.
  • Strong follow-through providing customer service (both to clients and employees).
  • Ability to work well in a self-directed manner.
  • Reliability with work schedule and the ability to prioritize assigned tasks.
  • Experience working in a fast-past environment.
  • Proficient with Microsoft Office.
  • Ability to learn software platforms utilized by the firm.

Key Responsibilities

  • Performing administrative services such as answering and routing incoming calls, warmly welcoming clients to the office and calendar management.
  • Support work related initiatives (operations and marketing).
  • Operate with a proactive approach when dealing with employees and clients.
  • Record pertinent notes by contact in database, mail cards, and notate in CRM.
  • Report to upline regarding progress of projects assigned.

*The job description is summary in nature. As an entry-level position with FDAA, this will likely adjust over time and have the ability for future growth within our organization.

Apply Now

 

Please submit your resume to hiring@fdaamail.com.

Thank you for your interest in Financial Dynamics!