Administrative Assistant; Burlington VT

Job : AA401
Location: Burlington, Vermont
Status: Full time

Headquartered in Burlington, Vermont, One Day In July is a rapidly growing investment firm committed to distrusting the financial industry with a focus on reducing fees and improving portfolio performance for investors.

One Day In July provides investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States. Our growth has been rapid, and we are expanding the team to help ensure the firm can continue to meet its high standards for excellent client service while remaining in compliance with all applicable regulations. We are fiduciaries on all client accounts.

As an Administrative Assistant at One Day In July, you will be responsible for various administrative duties to support the firm, including working closely with our clients and Compliance and Operations teams. You do not need prior financial industry experience, though you should demonstrate why you are exceptional in your application. We will provide on-the-job training.

• Coordinate the purchase and organization of office supplies.
• Prepare outbound mail to be sent to clients and distribute incoming mail internally.
• Serve as “Front Desk Reception,” greeting guests to the office and assisting them in settling in for their meetings, receiving packages, etc.
• Field incoming calls from both prospective and existing clients.
• Provide clerical and administrative support to the firm overall. Duties will include:
• Coordinate with clients to complete various paperwork and other tasks.
• Prepare for client meetings, including making sure all necessary paperwork is printed and ready.
• Update client records and organize communications.
• Identify various anomalies or errors and take corrective action as needed.
• Prioritize and track items that need to be accomplished while managing deadlines.
• Coordinate communications and workflows with Advisors and others in the firm.
• Organize a great deal of paperwork and digital files.

• Maintain a high standard for attention to detail.
• Possess excellent communication skills, both written and verbal.
• Have excellent organizational skills.
• Be proactive: identify opportunities and problems and take them to the next level without being asked.
• Be able to “wear multiple hats” and quickly adapt to changing priorities.
• Focus on processes and controls with the ability to understand and assess risk.
• Possess a positive attitude, tremendous grit, and ability to prioritize.
• Have a commitment to maintaining confidentiality and ethical standards.
• Share our firm s mission and investment philosophy of lowering fees and espousing the value of diversified, low-cost index funds.

• Feel great about offering an honest, transparent solution to Vermonters and Americans trying to save for retirement. One Day In July is a fiduciary: we are legally and ethically obligated to act in our clients’ best interest.
• Win on price: our prices tend to be lower than many of our competitors  prices. It is fun to be in a firm that is winning and taking market share.
• You will be exposed to many different aspects of an investment advisory firm, including operations, marketing, software development, and the investing process.
• Join an established but rapidly growing firm.
• We have a low-meeting culture.
• Be part of a friendly, hardworking team that prides itself on mutual respect for one another.
• Develop mastery of subject areas that help clients and other employees.
• Enjoy a beautiful office near the Burlington waterfront.
• $55,000+ commensurate with experience.
• This job is full time and primarily in-person in Burlington, Vermont.
• 401k plan with low-cost index funds and One Day In July strategy embedded. No high fee funds.
• 401k match. Available after meeting eligibility requirements.
• An excellent Mac laptop with a fast processor and retina screen, a sit-down / stand-up desk, plenty of space to work comfortably, relatively private work areas, and other resources for top productivity.
• Paid vacation. Number of weeks commensurate with experience. Includes the luxury of being required…