Office Administrator

Position: Office Administrator

Firm: Shamrock Financial Services

Location: Wilmington, NC

Overview:

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Shamrock Financial Services in Wilmington, NC is looking for a versatile and well-rounded Office Administrator. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. This role is ideal for a self-starter with a strong background in client service, administrative, and marketing support who thrives in a fast-paced, client-focused environment.

What you’ll do:

• Answer phones and greet clients in a friendly, positive, and warm manner
• Manage advisors’ calendars, including appointment scheduling and rescheduling
• Managing advisors’ email continuously throughout the day
• Assist clients with completing required paperwork
• Maintain the firm’s CRM system (Salesforce) through accurate data entry and database management
• Build and improve upon client relationships
• Support social media campaigns
• Plan, coordinate, and execute workshops and client appreciation events
• Manage guest communications, registrations, and RSVPs
• Handle event setup, breakdown, and on-site logistics

What We’re Looking For:

• High School Diploma
• 2 years of administrative office experience in a fast-paced environment
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office and Salesforce
• Self-starter who takes initiative and works well independently
• Excellent communication; written and verbal, professional and well spoken
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Embraces change and adapts quickly to evolving processes

Bonus Points:

• Proficiency with AI tools
• Financial industry experience

What You’ll Get:

Pay & Perks:

• $50k/year quarterly and annual performance bonuses
• Health insurance stipend
• 401(k) with 3% matching after 1 year
• 2 weeks PTO, increases with tenure
• Federal holidays off

Schedule:

• In office: Monday – Friday, 8:30am and 5:00pm
• Occasional evenings and weekends required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com