Administrative Support Assistant
Position Overview

The Administrative Support Assistant is an essential member of the administrative support team. This team member must possess strong organizational and communication skills and the ability to respond well to change. We are a growing boutique firm, so our company atmosphere and employee fit is a priority. Helping create an inviting office environment for clients and all team members and ensuring the office runs effectively and efficiently, is of utmost importance. Experience working in a Financial Planning firm is preferred.

Responsibilities

Anticipate team member and client needs with a solution focus

Provide primary phone coverage, including backup support for other administrative assistants

Manage team calendars, agendas, and daily priorities

Schedule and coordinate office and team meetings

Scheduling appointments and ongoing contact with clients and prospective clients

Must be able to complete errands and order/ pick up supplies as needed

Clerical tasks include typing, filing, distributing mail, duplicating documents, maintaining office supplies

Requirements

High school diploma required; Associate degree or higher preferred

3 or more years of administrative support experience

Administrative support in public accounting, life insurance, or financial advisory preferred

Proficiency in MS Office suite and Google (Gmail, Calendar, & Drive)

Demonstrated ability to maintain confidentiality; good judgment and diplomacy

High level of professionalism with strong interpersonal, verbal, and written communication skills

Excellent time management, organizational, and multitasking skills

Job Type: Full-time

Pay: From $20.00 per hour

Expected hours: 40 per week

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• Administrative Assistant: 3 years (Required)
• Financial services: 3 years (Preferred)

Ability to Relocate:

• Charlotte, NC 28217: Relocate before starting work (Required)

Work Location: In person