Office Administrator

Airlie Wealth Advisors; Wilmington (NC); On-site; USD 40,000 - 50,000; Full time

Job summary

An established industry player is looking for a dedicated Office Administrator to join their Wilmington team. This full-time role offers a chance to excel in a supportive environment while ensuring smooth office operations and assisting the Chief Advisor. The ideal candidate will be organized, customer-focused, and skilled in technology, contributing to the development of strong client relationships. With competitive pay and opportunities for growth, this position is perfect for someone eager to make a difference in the financial services sector. If you're ready to take the next step in your career, this opportunity awaits you!

Qualifications

• Exceptional time management and customer service skills are essential.
• Proficiency in technology and attention to detail are required.

Responsibilities

• Provide support for the Chief Advisor and manage office operations.
• Develop positive client relationships and ensure compliance support.

Skills

Time Management

Customer Service

Attention to Detail

Technology Skills

Education

High School Diploma

Associate's Degree

Tools

CRM Software

Job description

Office Administrator

Advance your career and truly make a difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company.

Airlie Wealth Advisors firm in Wilmington, NC area is seeking a full-time Office Administrator. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment is provided with competitive pay and opportunities for professional and personal growth for the go-getter.

Position Overview:

The primary responsibility of this position is to provide support for the Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.

Key Responsibilities:

• Receive incoming client calls in a friendly manner
• Process new client applications
• Input prospects to database
• Handle servicing of specific client accounts (opening, closing, and transferring of accounts)
• Manage Advisor's calendar, keep Advisor organized, and prep for all client meetings
• Set, reschedule and confirm appointments
• Keep CRM updated with client interaction
• Attend seminars/workshops and follow up with the prospects from the seminars
• Work independently and proactively to meet personal business goals
• Assist Advisors with follow up on Marketing Leads
• Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor
• Assist Advisor with pre-appointment preparation

Hours:

• 9:00am-5:00pm

Salary:

• $40,000-$50,000

If you meet or exceed the expectations described above, please apply today!

Seniority level: Entry level

Employment type: Full-time

Job function: Administrative and Finance

Industries: Financial Services and Office Administration