Job ID: 49772
Location: Greenville, South Carolina
Employment Type: Direct Hire
Last Updated: 8 days ago
The ideal candidate will present polished and professional, be detail-oriented, and able to multi-task with a proactive attitude.
Key Responsibilities:
- Manage daily office operations, including maintaining office supplies.
- Answer phone calls and assist with client inquiries.
- Prepare for appointments and ensure all necessary materials are ready.
- Provide administrative support to the senior advisor.
- Follow up with service centers and address any service-related tasks.
- Maintain and update both electronic and physical filing systems.
- Organize office and branch events as needed.
- Manage required minimum distribution (RMD) requirements.
- Assist the marketing team with client materials.
- Log and track compliance documents.
- Distribute and process office invoices for payment.
- Professional appearance and strong communication skills including written skills
- Basic knowledge of Microsoft Office programs (Excel and Word)
- Ability to multi-task in an office setting
- Stable work tenure and demonstration of dependability
- Experience in SalesForce CRM and PaperClip is a plus
Compensation & Benefits:
- $23/hour or equivalent salary of $38,272
- Health benefits
- Accrued PTO