Office Assistant
Do you enjoy utilizing organizational, customer focused skills, while handling the everyday occurrences in a successfully operating office? Raleigh Wealth Solutions in Cary, NC is looking for an Office Assistant to play a key role in running and coordinating the day-to-day operations in a fast-paced office. Our formula for success has been to put our customers first and treat them with honesty and integrity. If you are a strong, proactive office leader that is looking to get their foot in the door at a successful company, please apply today!
Minimum Requirements:
- Bachelor’s degree preferred
- Prior experience in the financial industry preferred
- Intermediate to advanced skills with MS Office Suite
This position requires that you possess the following skills:
- Proficient phone skills
- Experience working in a fast-paced environment
- Ability to prioritize and work with a demanding team
- Attention to detail
- Working knowledge of computers and software
- Ability to multi-task
Responsibilities:
- Secondary to answering the phones in a friendly, warm manner
- Record notes from every client conversation in Redtail
- Maintain an organized, compliant and efficient filing system
- Sort and distribute all incoming mail
- Assist with copying and scanning as requested by the team
- Pull appropriate client files when requested by the team
- Mail all outgoing correspondence
- Greet incoming clients in a professional manner
- Have beverages and cookies in-stock for clients
- Run errands as necessary
- Attend weekly staff meeting
- Assist the marketing director
- Assist in social media management
- Prepare and distribute monthly newsletter
Salary:
Benefits:
- MERP
- 401(k)
- Profit sharing
- Lifetime Fitness membership
- PTO
- Flex time (2 hours per week, excluding Monday mornings or Friday afternoons)
- Maternity/Paternity leave
Hours:
- Monday: 8:30am-5:00pm; Tuesday-Friday: 9:00am-5:30pm
- Presented by Advisor Employee Services Thank you for your interest in the Office Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!