What are the responsibilities and job description for the Administrative Assistant position at CFG Wealth Management?
Who We Are
CFG Wealth Management, LLC is an independent financial services firm in Statesboro, GA that is dedicated to providing individuals, families, businesses, and organizations with quality financial products and/or services for the achievement of their goals and objectives. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
We are currently looking for a full-time Administrative Assistant to join our growing team. During tax season, the role will focus heavily on coordinating tax-related client needs, organizing documentation, and supporting the firm's tax preparation process. During the remainder of the year, responsibilities will shift toward general administrative support, client service, and daily office operations.
This is a great opportunity for someone with an Associate or Bachelor accounting degree who is looking to move beyond traditional accounting roles into a consultative, relationship-focused career.
What You Will Be Doing
Tax & Accounting Support
- Serve as a primary administrative contact for clients regarding tax preparation and documentation.
- Communicate with clients about required tax documents and follow up on outstanding information.
- Enter tax-related information into tax preparation software and maintain accurate client data and records.
- Organize, review for completeness, and maintain accurate tax records and client documentation.
- Track tax return progress and communicate status updates to clients.
- Coordinate the flow of information between clients, the firm's CPA, and other team members.
- Assist with tax-related reports, document preparation, and administrative processes.
- Support tax planning initiatives by organizing information and coordinating follow-up as directed.
General Administrative & Client Service Support
- Answer incoming phone calls, greet clients, and direct inquiries to the appropriate team member.
- Provide professional, friendly service to clients and visitors.
- Assist with appointment scheduling, confirmations, and client follow-up.
· Maintain accurate client contact information and update records in the firm's CRM system.
- Maintain organized electronic and physical files and client records.
- Assist with incoming and outgoing mail and other routine office tasks.
- Support the preparation of client meeting materials and other administrative documents.
- Help maintain an organized, professional office environment.
- Provide general administrative support to financial advisors and other team members.
- Assist with special projects and other duties as assigned.
What We Are Looking For
- Associate’s degree in accounting, Finance, or Business Field (Preferred)
- Strong Understanding of Individual Income Tax Concepts (Preferred)
- Clear and Professional Communication Skills (Verbal and Written) (Required)
- Strong Attention to Detail and Organizational Skills (Required)
- Proficiency with Google Suite and CRM/Financial Planning Software (Preferred)
- Proficiency with Tax Software (Preferred)
What’s In It For You
- Pay:$20-$30 based on education and experience
- PTO
- Paid Holidays
- Health Insurance
- 401(k) Company Match
- Bonus Opportunities
- Professional Development & Growth Opportunities
Check Us Out Online!
- Website: https://chancefinancialgroup.com/
If you think we’d be a good match, apply today!
Pay: $20.00 - $30.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Education:
- High school or equivalent (Required)
Ability to Commute:
- Statesboro, GA 30458 (Required)
Work Location: In person
Salary : $20 - $30