1 Administrative Associate Job in Pleasant, SC
Apollon Wealth Management, LLC is Hiring an Administrative Associate Near Pleasant, SC
- Coordinate and schedule meetings, video conferences, calls, and important events with prospects, existing clients, COIs, and internal stakeholders.
- Act as the primary point of contact for clients, managing their inquiries and directing them to the appropriate resources within Apollon. Schedule onboarding planning meetings with the planning department and paramedical exams.
- Oversee the client review meeting schedule and facilitate necessary arrangements.
- Manage travel arrangements and reservations.
- Maintain and update client and prospect data in Practifi. Collect and manage data from clients and prospects, ensuring accuracy and completeness.
- Generate and maintain tracking reports for new business data.
- Handle invoices and expense reporting efficiently.
- Handle mailing correspondence and packages promptly.
- Organize and maintain Zocks meeting data.
- Streamline email communication, including decluttering inboxes, responding to messages, and drafting autoresponder content.
- Schedule and manage posts of Apollon content and facilitate new connections.
- Minimum of three years of experience as an Administrative Associate.
- Bachelors degree.
- Proficiency in Microsoft Office (Outlook, PowerPoint, Word, and Excel), Salesforce, Docusign, and Calendly.
- Extremely detail-oriented with the ability to work at a fast pace. Excellent phone etiquette. Strong cultural fit within the organization.
- Preferred prior experience in Wealth Management, but not required.
Job Summary
Full Time
$43k-54k (estimate)
03/05/2024
05/29/2024
apollonwealth.com
Charleston, SC
<25
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The job skills required for Administrative Associate include Microsoft Office, Planning, PowerPoint, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be an Administrative Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Administrative Associate. Select any job title you are interested in and start to search job requirements.
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Administrative associates perform advanced administrative duties for businesses and public and private organizations.
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Administrative Associates organize files, draft messages, schedule appointments, and help out other staff.
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use a computer to create spreadsheets, compose messages, manage databases, and whip up presentations, reports, and documents.
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Administrative Associate are responsible for clerical and organizational tasks like file organizing, scheduling appointments, assisting other staff members, and drafting correspondences or messages.
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They also use computers extensively to work with spreadsheets, create presentations and reports, and manage databases.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Administrative Associate jobs
Administrative Associate do routine clerical and organizational tasks.
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They are responsible for many clerical tasks to ensure the staff can communicate and work efficiently.
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Administrative Associate supports their coworkers and the office as a whole with a wide range of tasks, from everyday administrative tasks, to preparing documents and keeping records.
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Knowing how to coordinate an office.
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Attention to detail and organization.
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Step 3: View the best colleges and universities for Administrative Associate.
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