TalentLink Solutions ยท 22 hours ago
Administrative Assistant - Wealth Management
China Grove, NC
Full-time
Onsite
Entry Level
$22/hr - $25/hr
1+ years expTalentLink Solutions is a woman-owned and women-operated boutique financial planning firm dedicated to helping individuals and families manage their wealth. They are seeking an organized and proactive Administrative Assistant to support their advisory team and clients, ensuring exceptional communication and administrative support.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Greet clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office
Provide administrative support to the advisors, clients, and team
Manage and maintain complex calendars, scheduling client meetings and internal appointments
Draft, proofread, and format professional emails and communications
Maintain accurate client information in CRM, updating changes and documenting all activities
Assist with onboarding new clients, including gathering and organizing necessary documentation
Support the tax preparation season by working with advisors and clients to gather all details
Facilitate client instructions, including forms and follow up
Follow up on action items from meetings with clients and vendors
Support account specifics items, like opening of new accounts and other tasks as they arise
Coordinate travel arrangements and event planning, as needed
Perform general office duties including filing, scanning, and managing electronic records
Perform other duties as assigned
Qualification
Required
High School Diploma or GED required
Strong attention to detail
Ability to manage multiple priorities with minimal supervision
Excellent organizational and time management skills
Exceptional written and verbal communication skills
Highly attuned to client preferences and able to recall personal details that enhance the client relationship
Strong technology skills and proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) required
High level of professionalism and confidentiality
Highly adaptable, with the ability to multitask and shift between responsibilities throughout the day
Superior phone skills; friendly and helpful in all interactions on the phone
Ability to prioritize and solve problems while maintaining composure and focus
Attendance is an essential function
Preferred
Bachelor's degree in business administration, finance, or a related field preferred
1+ years of proven experience in a professional setting as a receptionist or administrative assistant strongly preferred
CRM (Redtail) software experience preferred
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
Company data provided by crunchbase