Client-Centric Administrative Assistant

Red Bike Advisors; Wilmington (NC); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k) with company match

Paid holidays

Referral bonuses

Work-from-home Fridays

Job summary

Red Bike Advisors is seeking an on-site Administrative Assistant in Wilmington, NC to support the Office Manager and team. You will be the first point of contact for prospects and clients, manage documents, scheduling, and daily office tasks.

You will handle phones, greet visitors, process intake, maintain Canopy CRM data, coordinate calendars, and assist with contracts, confidentiality, and special projects.

Qualifications

• Familiarity with a variety of software applications such as Microsoft Office, digital signature software, calendar scheduling, QuickBooks Online, Adobe.
• Prior experience as an administrative assistant or similar role.

Responsibilities

• Answer the phone and direct clients and prospects to the appropriate team member
• Greet clients, in person, when they stop by the office
• Sales follow-ups and tracking after scoping
• New client and document intake
• Document follow-up and tracking
• Scan and send documents, fax documents and follow through on receipt
• Prepare client communications, conflict checks, Power of Attorney, and contracts and send to clients for review and signature
• Manage email and calendar scheduling for team members
• Various data entry and administrative tasks
• Help maintain the integrity of Canopy, our customer relationship management software, by linking people and projects, updating client profile information, and regularly scanning for duplicate data
• Schedule client and prospect appointments for team members, coordinating team and client schedules
• File physical papers and sort papers for shredding
• Prepare outgoing mail and deliver to post office when needed
• Distribute incoming mail
• Maintain discretion and confidentiality
• Support or lead numerous special projects as needed

Tools

Microsoft Office

QuickBooks Online

Calendar scheduling

Digital signature software

Adobe

Job description

Red Bike Advisors is seeking an on-site Administrative Assistant in Wilmington, NC to support the Office Manager and team. You will be the first point of contact for prospects and clients, manage documents, scheduling, and daily office tasks.

You will handle phones, greet visitors, process intake, maintain Canopy CRM data, coordinate calendars, and assist with contracts, confidentiality, and special projects.