Administrative Assistant (Financial Planning)

B.F. Saul Company(13 days ago)

Bethesda, MDOnsiteFull TimeMedior$84,847 - $113,845 (estimated)Financial Planning

About this role

An Administrative Assistant (Financial Planning) at Chevy Chase Trust provides administrative support to the Financial Planning group within a privately owned investment firm near Washington D.C. The role supports client-facing planners and helps maintain the group's operational efficiency. The firm focuses on thematic investment research, asset management, and personalized financial advice for individuals, families, and institutions.

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Required Skills

Communication
Time Management
Organization
Detail Oriented
Microsoft Office
eMoney Advisor
CRM
Data Entry
Scheduling
Travel Coordination

+5 more

Qualifications

Bachelor's Degree

About B.F. Saul Company

bfsaul.com

B.F. Saul Company is a privately held, family-owned real estate firm based in the Washington, D.C. region that focuses on investment, development, and property management. It owns and operates a diversified portfolio across office, multifamily, retail, and hospitality assets and provides development, leasing, and asset-management services. The firm operates through affiliated entities and emphasizes long-term ownership, localized market expertise, and hands-on property management across the Mid-Atlantic.