Job ID: 011CA Location: Burlington, Vermont Status: Full time
Firm Summary
We are excited to be expanding our headquarters in Burlington, Vermont, and are looking for talented individuals to join our team.
Headquartered in Burlington, VT, One Day In July delivers low-fee financial advice, generally focusing on index funds, to clients in Vermont and across the United States. Our growth has been rapid, and we are expanding our administrative 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.
Click here to read about our firm's culture and priorities.
Job Description
As an Administrative Project Specialist at One Day In July, you will assist corporate executives with the following duties:
Manage and execute various special projects for the firm.
Schedule meetings and manage calendars for executive team.
Answer questions from advisors and assist in the development of various training materials for advisors and other staff.
Become an expert in the day-to-day activities in the business and be able to train others.
Prioritize and track items that need to be accomplished while managing deadlines.
Coordinate communications and workflows with advisors and others in the firm.
Field calls from both prospective and existing clients.
Coordinate with clients to complete various paperwork and other tasks.
Review materials related to new clients and accounts to ensure proper documentation and to help facilitate a smooth onboarding process.
Update client records, organize communications and take corrective action as needed in both Charles Schwab and the company CRM.
A strong candidate will:
Maintain a high standard for client service, attention to detail, and documentation.
Be an excellent communicator, both written and verbal.
Possess excellent organizational skills.
Demonstrate excellent Microsoft Excel 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.
What's in it for you?
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. (Only 12% of people registered with the securities industry are registered in a way that requires them to be fiduciaries on all accounts.1)
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.2
Join an established but rapidly growing firm.
Enjoy a low-meeting culture.
Build a solid foundation for understanding the complex realm of regulatory requirements and compliance best practices applicable to Registered Investment Advisory firms.
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 while spending Fridays working from home if desired. (Work-from-home Fridays not available in the first six months due to training.)
Hours / In-Person & Remote
This job is full time.
This job is primarily in-person in Burlington, VT, although you may work from home Fridays after the first 6 months.
Salary
$55,000 - $65,000 commensurate with experience.
Benefits
401k plan with low-cost index funds and One Day In July strategy embedded. No high fee funds (this matters greatly, as you’ll learn if you work here)! Available after meeting eligibility requirements.
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. Our employees are not cogs in a machine and we don’t treat them that way.
Paid vacation. Number of weeks commensurate with experience. Includes the luxury of being required (yes, required) by the firm’s founder to disconnect from work on your vacation days.
Health care plan.
A plant for your desk. (Sometimes it’s even alive).
A cover letter in PDF format. In your cover letter, let us know what is unique about you that we should know. Additionally in your cover letter, include at least one paragraph explaining what makes you stand out from other applicants. We are looking for previous demonstrations of excellence and commitment, and the more granularity you can provide, the better.
In addition to your cover letter, submit a one-page, single-spaced PDF. On the top half, provide a brief argument explaining why someone should consider becoming a client of One Day In July. On the bottom half, share a recent experience where you learned something new and achieved a level of excellence that enabled you to teach others. Provide insight into the process used to acquire this skill.
The Job ID at the top of this posting should start the subject line of your email.
We respond to all diligent applicants. We keep all applications private.
One Day In July LLC is an equal opportunity employer.
1. “FINRA 2023 Industry Snapshot” FINRA, May 18, 2023
2. Source: advisoryhq.com, "Average Financial Advisor Fees in 2023 | Everything You Need to Know" Retrieved 18 Jun 2024. The statement applies to clients with at least $150,000 in assets under management. Clients with lower assets under management are subject to a minimum annual advisory fee that may not be lower than that of our competitors'.
