Administrative Assistant Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office?
Our financial firm, APR Financial Group, in Hickory, NC is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business.
The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily.
If you are seeking an amazing career opportunity in a fast-paced environment, please apply today! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
A sharp phone presence and a love for building rapport with our prospects and clients is a must! Minimum Requirements :
- 2+ years of administrative office experience.
- Financial industry experience preferred, but not required.
- Advanced skills with MS Office Suite
- CRM experience
This position requires that you possess the following skills :
- Ability to prioritize projects and manage time
- Savvy customer service, to include excellent communication, both verbal and written
- Strong follow-through
- Good-natured, positive attitude
- Ability to demonstrate persistence to achieve quality
Responsibilities : Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to :
- Answer phones and greet clients in a friendly, positive, and warm manner
- Be the first point of contact for prospects and clients
- Maintain office supplies and outgoing correspondence
- Assist clients with issues and concerns
- Build and improve upon client relationships
- Database management
- Set appointments with clients and assist the Advisor with calendar management
- Pre-appointment preparation including compiling account summaries
- Maintain office filing system, both paper and electronic
- Record notes from client conversations
- Assist with various marketing objectives
- Other industry-specific tasks as needed
- Assists Back - Office support initiatives and / or core projects that support Advisory teams - including client review reviews and prospects plan prep
- Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc.
Salary :
$40,000-$50,000 BOE
Benefits
PTO and Comp time
Hours :
- Monday Friday
- 9 : 00am-5 : 00pm
- Hybrid schedule
- Some evenings required for client events
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