Office Specialist in Charlottesville, Virginia at Transition Finance Strategies LLC

Where Expertise Meets Purpose-Driven Impact

Build your career while helping people build a stronger financial future.

At Blue Ridge Associates, the work we do has a meaningful impact. We help companies provide retirement and employee ownership benefits that give people the opportunity to build wealth, plan for the future, and take greater ownership of their financial lives.

Through Employee Stock Ownership Plan (ESOP) Administration and Retirement Plan Services (RPS), we combine deep technical expertise with a genuine commitment to our clients and the people they serve. Our team supports companies across the country with complex retirement plan administration, compliance, and consulting services—helping make these important benefits work better for employers and their employees.

What makes Blue Ridge special is our people. We’re a team of professionals who value collaboration, expertise, continuous improvement, and doing work that matters. Whether working remotely or from one of our offices, our employees work together to solve complex problems, support our clients, and make a difference in the financial futures of millions of participants.

About Blue Ridge Associates

Blue Ridge Associates is a leading professional services firm specializing in third-party administration of Employee Stock Ownership Plans (ESOPs) and retirement plans, including 401(k), 403(b), cash balance, pension, and other qualified retirement plans.

Our client base spans the country, while our teams are located internationally across seven offices in the United States and two offices abroad, including Charlottesville, VA; Columbia, MD; Columbus, OH; Monrovia, CA; Riverside, CA; Maple Grove, MN; and Baxter, MN, as well as remote locations.

At Blue Ridge, you’ll have the opportunity to build your expertise, collaborate with talented professionals, and be part of a growing organization whose work helps people build financial security and share in the success of the companies they work for.

Join us in doing work that matters.

That’s Where You Come in as an Temporary, Part-time Office Specialist

We are seeking a detail-oriented and reliable Part-time Office Specialist to support a document processing project. This temporary assignment will focus primarily on organizing, scanning, indexing, and maintaining confidential records and statements. This role is ideal for someone who enjoys structured, repetitive work, pays close attention to detail, and takes pride in accuracy.

The initial assignment is temporary, with the potential to transition into a long-term part-time role based on business needs and individual performance.

Document Scanning & Processing

• Prepare paper documents and statements for scanning, including sorting, organizing, and removing staples or bindings.
• Scan large volumes of documents while ensuring image quality and completeness.
• Verify scanned documents for accuracy, readability, and proper file placement.
• Index, label, and electronically file scanned records according to established procedures.
• Maintain organized physical and digital filing systems.

Administrative Support

• Assist with document retrieval and records management requests.
• Perform data entry and basic record updates.
• Support general office projects and administrative tasks as assigned.
• Assist with mail processing, copying, and other clerical duties when needed.

Quality & Compliance

• Handle confidential information with discretion and professionalism.
• Follow established document retention and security procedures.
• Identify and resolve scanning or filing discrepancies.
• Maintain accuracy while meeting productivity expectations.

What We’re Looking for in an Office Specialist

The ideal Office Specialist will be:

· Detail-oriented

· Organized and methodical

· Reliable and dependable

· Self-motivated

· A clear and professional communicator

· A collaborative and supportive team member

· Efficient and productive

Required

• Must live within reasonable commuting distance to the Charlottesville office .
• High school diploma or equivalent.
• Must have office or clerical experience in a professional environment.
• Must be able to work at least 15-20 hours a week.
• Strong attention to detail and organizational skills.
• Ability to perform repetitive tasks with a high degree of accuracy.
• Basic computer proficiency, including Microsoft Office applications.
• Ability to manage confidential information appropriately.
• Dependable attendance and punctuality.

Preferred

• Prior experience in document scanning, records management, data entry, or administrative support.
• Experience working with electronic filing systems or document management software.
• Experience working in the financial services industry.

Knowledge, Skills & Abilities

• Strong attention to detail and commitment to accuracy.
• Ability to work independently and follow established procedures.
• Effective time management and organizational skills.
• Basic troubleshooting skills for office equipment and scanners.
• Strong written and verbal communication skills.
• Ability to lift and move boxes of documents weighing up to 25 pounds.

Join Us as We Build Wealth for Generations

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.

We live by our values every day:

· Precision – Accurate records, timely and error-free service

· Efficacy – Ensuring compliance and guiding clients toward retirement readiness

· Advocacy – Supporting regulatory changes that benefit employers and employees

· Collaboration – Trusted partners to clients, advisors, and teammates

· Excellence – Proactive, personalized, high-touch service in all we do

This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life.

Apply now and make a career out of making a difference!

Compensation

Blue Ridge is committed to equal pay and pay transparency. The anticipated salary range for this position is $15.00 – $20.00 per hour. Compensation may vary based on geographic location, relevant experience, education and training, key skills, internal equity, and business needs.

Equal Opportunity Employer

Must be authorized to work in the US.