Job Opportunities

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DEPARTMENT: Operations
LOCATION: Alexandria, VA

Edelman Financial is seeking a Financial Planning Assistant for the Alexandria, VA office to provide full support to a Financial Planner, ensuring client satisfaction, and adhering to regulatory standards.

REQUIREMENTS:
Financial services experience specifically processing and administering financial accounts in a broker/dealer or registered investment advisor environment.   Prior custodial services experience highly desired.  NASD licensure a plus.  Required to proactively follow-up and follow through on client account issues.  Must be detail oriented and provide high level of client service.

ESSENTIAL DUTIES & RESPONSIBILITIES:
Daily interaction with clients (ranging from low – hi net worth) and may act as the liaison between the client and Planner.  Responsible for direct client contact, providing account information and handling client needs.  Work with Planner on new client case prep and facilitation of transfers.  Must understand appropriate paperwork and procedures necessary to make transactions.  Analyze reports to determine appropriate action to be taken on behalf of client accounts.  Periodic projects which can include, but not limited to: evaluating data which will be used for annual client activity, prepare reports for client reviews, etc.  Maintain files, client document preparation and research client issues.  Proactively track investment funding.

DEPARTMENT: IT
LOCATION: Fairfax, VA

REQUIREMENTS:

• At least 3 years of experience as either a Business Analyst or PM (Financial Services experience is a plus)
• A Bachelor's Degree
• Outstanding communication skills (both verbal and written)
• Expertise with Microsoft Office, Microsoft Project and Visio
• Ability to work on multiple projects in a deadline driven environment
• Preparing for PMP or CAPM certification

An IT background with understanding of the following: Software Development Lifecycle, general database structure, and formal project management methodology.

• Project and task tracking
• Manage and update project documents
• Management reporting
• Stakeholder communication

DEPARTMENT: Compliance
LOCATION: Fairfax, VA

REQUIREMENTS:
Financial services industry experience desired or other related fields such as banking, mortgage, or insurance. Knowledge of Web-CRD system desired. Microsoft Word and Excel, Adobe Publisher a plus. The individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully. Must maintain confidentiality at all times. Attention to Detail. Excellent organizational skills. Proactive and be able to multi-task. Interpersonal Skills—the individual maintains confidentiality, remains open to others’ ideas and exhibits willingness to try new things. Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events. Ability to work in a team environment is essential.

ESSENTIAL DUTIES & RESPONSIBILITIES:
Create and maintain Compliance website within the firm. Administrative support for Compliance Department including scheduling departmental meetings, taking departmental meeting minutes, creating and maintaining spreadsheets. Other duties as required by department.

DEPARTMENT: Communications
LOCATION: Fairfax, VA

Edelman Financial is seeking a Copy Writer who has superior writing/editing skills, and highly organized with extreme attention to detail to be responsible for a wide variety of writing projects including marketing, direct mail, collateral, web content, email promotions, as well as print advertising and multi-media projects.

REQUIREMENTS:
Minimum of a B.A. in English, Journalism, Advertising, Marketing or related field of study. Three years of experience in copywriting for direct mail, print advertising, collateral, newsletters, public relations materials as well as presentations and multi-media projects. Must also have a portfolio that demonstrates ability to conceptualize and deliver creative work across print and electronic media. Must be able to conform wiring to prescribed style format and to write for a variety of media and audiences. Mastery of MS Office and experience with content management systems is preferred. Experience in Financial services is a plus.

ESSENTIAL DUTIES & RESPONSIBILITIES:
Provide additional support in writing and editing public relations materials such as press releases, press kits, newsletter articles, fact sheets and white papers. Work closely with multiple departments to ensure projects are on target and delivered within scheduled deadlines. Responsible for a wide variety of writing projects including marketing, direct mail, collateral, web content, email promotions, as well as advertising and multi-media projects. Maintain and review existing marketing content for accuracy and appropriate connotation. Edit materials written by other writers when needed.

DEPARTMENT: Operations
LOCATION: Fairfax, VA

Edelman Financial is seeking a Financial Planning Assistant to provide full support to one or more Directors of Financial Planning, ensuring client satisfaction through direct client contact, frequent contact with vendors, daily interaction with operational employees, and adhering to regulatory standards.

REQUIREMENTS:
2-5 years of operations experience within the financial services industry, Bachelor’s Degree preferred, Series 6, 7, 63 preferred. The ideal candidate must understand appropriate paperwork and procedures necessary to make transactions, be able to prioritize, work independently to research and resolve client issues, determine the most efficient method to resolve problems while complying with corporate and regulatory procedures. In addition, be detailed oriented with strong organizational and client services skills, be computer literate and proficient with Windows, Word and Excel, possess the ability to multi-task and work independently, as well as with teams, be comfortable exercising judgment, evaluating a situation and making a decision.

ESSENTIAL DUTIES & RESPONSIBILITIES:
Duties will include executing investment buy and/or sell orders, analyzing reports to determine appropriate action to be taken on behalf of client accounts, maintaining files, preparing client document and researching client issues.

DEPARTMENT: IT
LOCATION: Fairfax, VA

REQUIREMENTS:
At least 2 years of audio/visual support and 1-2 years helpdesk experience is required. A College Degree is preferred. Experience can substitute for a degree. Ability to work closely with staff at all levels face to face and via phone. Experience with: Windows XP, MS Office 2003, printer troubleshooting.  Ability to set up and operate audio/visual equipment, including LCD projectors and screens, DVD players, cameras and computers. Ability to operate video conferencing (point-to-point and multi-point) and audio conferencing systems. Ability to identify and resolve A/V equipment and connectivity issues. Good computer troubleshooting skills. Experience with audio mixers, microphones and radio studio equipment is a plus.

Travel/Hours: Occasional beltway and national travel. Occasional evening/weekend work. Physical Demands: Requires lifting, transporting and assembling audio/visual equipment.

ESSENTIAL DUTIES & RESPONSIBILITIES:
Looking for an ambitious junior level helpdesk and audio/visual (A/V) specialist person with a great "bedside manner" to join a growing financial services firm. This person will support all AV needs as well as handle day to day computer helpdesk issues.

Assist with daily meetings & firm events requiring A/V or videoconferencing equipment. Proactively track conference room use to be there when equipment is used. Coordinate A/V support for firm events held at public facilities, which may include interaction with vendors and other facility support staff. Operate video cameras to record firm programs and events. Assist with the implementation of new technologies, equipment, and network services related to video conference and audio/visual services firm wide. Assist with identifying, trouble-shooting, and resolving A/V equipment and connectivity issues.

DEPARTMENT: Communications
LOCATION: Fairfax, VA

REQUIREMENTS:
2 years of related mailing experience, Knowledge of Microsoft products, Ability to lift up to 50 lbs., Must be self a starter and results oriented, Must possess strong strategic thinking skills, attention to detail and problem solving skills, Must have good organizational skills and the ability to multi-task, Must have strong communication skills and interpersonal abilities.

ESSENTIAL DUTIES & RESPONSIBILITIES:
The Mail Specialist is responsible for all aspects of outbound client and marketing mailings. They should possess an understanding of managing mail process systems and database management principles associated with production techniques.

Duties include segmenting databases, formatting information, verifying mailings meet all specified requirements, and overall print production. You must be able to prioritize and manage resources, set and monitor all deadlines, and be responsible for quality control. You will also establish and manage relationships with list vendors, printers and mail houses, help to ensure compliance with FCC and FINRA rules and regulations, and handle special requests.

DEPARTMENT: IT
LOCATION: Fairfax, VA

REQUIREMENTS:
Minimum of 3 years experience as a SharePoint Administrator. Extensive SharePoint MOSS 2007 or SharePoint 2003 experience. Bachelor’s degree in Computer Science, Information Technology, Business Technology or related field of study, work related experience may substitute for technical degree. Ability to work in collaboration with several internal departments and development effective relationships. Strong foundations of both technology and business processes are essential. Excellent interpersonal skills with a proven ability to communicate at various levels with the organization and with external parties.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Work with consultant to develop, implement and administer MOSS 2007. 
• Subject Matter expert for SharePoint. 
• Provide technical consultation and direction to departments looking for tools to address business challenges or to streamline processes.
• Primary contact for communication regarding SharePoint best practices, processes, policies, and education. 
• Key contributor to the future vision of the tools and capabilities of SharePoint so that it aligns with priorities of IT and users of SharePoint.
• Provide SharePoint implementation guidance and consulting to the business and community of site owners regarding site design, collaboration, project team communications, and content management strategies.
• Oversee the site request process: review submittals, ensure site creation. 
• Coordinate and facilitate the improvement of processes, sharing best practices, soliciting feature enhancement priorities, and communicating next steps in the use of tools for collaboration and content management.
• Serve as a technical advisor, participating in the design of the SharePoint enterprise; e.g., site templates, portal design, as well as content management capabilities. 
• Lead a SharePoint User Group (team of site owners) whose purpose is to promote appropriate usage of SharePoint throughout Edelman Financial (meet regularly to share ideas, provide subject matter expertise in the use of SharePoint features, tips and tricks, etc.). 
• Advocate for current and future capabilities of SharePoint. 
• Manage planning and oversight of multiple projects and tasks.
• Work with our Information Technology group and coordinate end user support with our Service Desk.

DEPARTMENT: Communications
LOCATION: Fairfax, VA

Edelman Financial is seeking a an entry level Web Content Specialist who has excellent interpersonal skills to prepare, edit and update content, graphics, and other material for websites and email newsletters.

REQUIREMENTS:
Four years college or equivalent experience. At least 3 years experience in financial writing/editorial/web content management. Must also have experience in writing for a consumer audience and previous experience in web content management and within a marketing capacity. Familiarity with web development and/or online marketing is a plus. Knowledgeable in HTML, Dreamweaver, Photoshop, Adobe Acrobat, CSS and JavaScript. Must have excellent oral and written communication skills, ability to work within a team and cross-team as well as ability to multitask projects and deadlines.

ESSENTIAL DUTIES & RESPONSIBILITIES:
Create and update website content including articles, graphics, PDF files, and podcasts to promote services and products online. Work with and assist management and staff in developing materials for web sites including educational articles, training materials and other information. Handle daily updates to the website content and materials and respond to a variety of web-related requests across departments. Manage web traffic for best practices. Work with Marketing, Copy Writer, and Compliance to ensure accuracy of information. Special Projects as assigned.

DEPARTMENT: Operations
LOCATION: Richmond, VA

REQUIREMENTS:
Must have a minimum of two years experience with a broker/dealer or registered investment advisory firm. Must possess good customer service skills and exceptional follow-up skills. Good computer skills required.

ESSENTIAL DUTIES & RESPONSIBILITIES:
Enter in database all client information. Verify accuracy of new accounts. Review and process all paperwork and investment checks from the clients. Prepare custom letters and newsletters. Work with contra-firms for resolution and completion of account transfers. Verify trades have occurred (buys/sells) and client’s investments have been placed in requested portfolio model. Perform account maintenance.

DEPARTMENT: Operations
LOCATION: Richmond, VA

Edelman Financial is seeking a Client Services Supervisor.

REQUIREMENTS:
Previous client telephone responsibilities required. Must possess excellent customer service and follow-up skills. Must have a minimum of 2 years supervisory experience with a broker/dealer or registered investment advisory firm. Must have strong communications skills.  Excellent computer skills required. Call center management experience a plus.

ESSENTIAL DUTIES & RESPONSIBILITIES:
Responsible for daily supervision of 7 Client Service Associates. CSA's enter client information into our customer relationship management database, review and process client new account paperwork and investment checks, prepare custom letters, verify accuracy of new accounts, work with contra-firms to resolve and complete account transfers, verify trades, perform ongoing account maintenance. Supervisor will be responsible for training and motivating staff, identifying and implementing potential procedural efficiencies, ensuring adequate staffing coverage, working with Financial Advisors as primary service support resource, and resolving complex operational issues.

DEPARTMENT: Operations
LOCATION: Richmond, VA

REQUIREMENTS:
2-5 years of operations experience within the financial services industry, Bachelor’s Degree preferred, Series 6, 7, 63 preferred. The ideal candidate must understand appropriate paperwork and procedures necessary to make transactions, be able to prioritize, work independently to research and resolve client issues, determine the most efficient method to resolve problems while complying with corporate and regulatory procedures. In addition, be detailed oriented with strong organizational and client services skills, be computer literate and proficient with Windows, Word and Excel, possess the ability to multi-task and work independently, as well as with teams, be comfortable exercising judgment, evaluating a situation and making a decision.

ESSENTIAL DUTIES & RESPONSIBILITIES:
Duties will include executing investment buy and/or sell orders, analyzing reports to determine appropriate action to be taken on behalf of client accounts, maintaining files, preparing client document and researching client issues.

DEPARTMENT: Operations
LOCATION: Richmond, VA

Edelman Financial is seeking an Office Assistant.

REQUIREMENTS:
Two years prior administrative and reception experience in a business environment required. The ideal candidate must be an energetic, self-motivated, detail-oriented person, with strong phone skills, be capable of handling multiple priorities, possess a good working knowledge of English, grammar, punctuation, spelling, style, etc., be proficient in Microsoft Office Suite, possess the knowledge of efficient office procedures, be a team player, and have the ability to operate standard office machines. Financial services industry experience in a registered investment advisor office or broker/dealer environment preferred. 

ESSENTIAL DUTIES & RESPONSIBILITIES:
Responsible for general office support of our Operations staff. This would include answering phone calls, greeting visitors/vendors, backing up Client Services Advisors with client phone calls, routing those calls and distributing messages, assisting with general mailing and scanning procedures, coordinating deliveries, assisting with office supplies, and other administrative duties.

DEPARTMENT: Operations
LOCATION: Richmond, VA

Edelman Financial is seeking an Operations Supervisor.

REQUIREMENTS:
Requires strong brokerage operations background combined with managerial skills. Excellent customer service and problem solving skills a must. Must have a minimum of 3 years supervisory experience with a broker/dealer or registered investment advisory firm. Must have strong communications skills, the ability to make time sensitive decisions and ability to work effectively with other department managers. Position requires a high level of attention to detail. Excellent computer skills required. FINRA Series 7, 24, 63 a plus.

ESSENTIAL DUTIES & RESPONSIBILITIES:
Responsible for day-to-day supervision of Operations staff including: New Accounts, Cash Management, Account Transfers and Mailroom. Supervisor is responsible for training and motivating staff, ensuring accurate account processing, adherence to policies and procedures and adequate staffing coverage. The Operations Supervisor also serves as the department resource handling escalated and complex operational issues.

DEPARTMENT: Operations
LOCATION: Richmond, VA

Edelman Financial is seeking a Project Manager.

REQUIREMENTS:
Bachelor's degree and 5 years experience in project management with 3 years experience managing multiple large, complex and cross functional projects with an emphasis on systems, technologies and business process redesign required. Previous project management experience in financial services industry preferred. Must have the ability to gain consensus through mediation, and finding creative and innovative solutions to issues and day-to-day challenges. Must be team oriented, great at problem solving, able to juggle multiple priorities and excel in a dynamic and fast moving environment.  Proven abilities as a Project Manager utilizing written and oral communication as well as computer software tools are key.  Ability to work with technology/systems groups and business units, especially in developing requirements, keeping project team working effectively, oversee and report progress of project.  Must be extremely organized and have the ability to work with multiple and time sensitive deadlines.  Experience managing projects using MS Project and Visio required.

ESSENTIAL DUTIES & RESPONSIBILITIES:
This position will lead and manage multiple project efforts, develop detailed business requirements, define project efforts, develop detailed project plans, define roles/responsibilities, timelines and dependencies.  In addition, you will manage the project team comprised of individuals from across the company, facilitate and lead meetings, drive issue identification and resolution, summarize project status and produce effective management reports. Work may encompass projects of all sizes and may involve a combination of project management and business analysis skill sets. Position requires frequent travel to our headquarters located in Fairfax, VA.