Client-Focused Administrative Assistant

TalentLink Solutions; China Grove (NC); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading financial planning firm in China Grove is seeking an organized and proactive Administrative Assistant. This role requires managing calendars, greeting clients, and performing office duties. Candidates should possess strong organizational skills, proficiency in Microsoft Office, and a high level of professionalism. This position is crucial for ensuring clients have the best experience possible. A high school diploma is required, with a preference for candidates holding a bachelor's degree in business administration or finance.

Qualifications

• 1+ years of proven experience in a professional setting as a receptionist or administrative assistant strongly preferred.
• High level of professionalism and confidentiality, with a strong attention to detail.
• Ability to prioritize and solve problems while maintaining composure.

Responsibilities

• Greet clients and prospective clients in a friendly manner.
• Provide administrative support to the advisors and clients.
• Manage and maintain complex calendars.

Skills

Excellent organizational and time management skills

Exceptional written and verbal communication skills

Strong technology skills

Proficient in Microsoft Office Suite

Ability to multitask

Superior phone skills

Education

High School Diploma or GED

Bachelor’s degree in business administration, finance, or related field

Tools

Microsoft Office Suite

CRM (Redtail)

Job description

A leading financial planning firm in China Grove is seeking an organized and proactive Administrative Assistant. This role requires managing calendars, greeting clients, and performing office duties. Candidates should possess strong organizational skills, proficiency in Microsoft Office, and a high level of professionalism. This position is crucial for ensuring clients have the best experience possible. A high school diploma is required, with a preference for candidates holding a bachelor's degree in business administration or finance.