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Executive Administrator - Financial Services

Financial Independence Group Inc
Myrtle Beach, SC Full Time
POSTED ON 9/12/2022 CLOSED ON 9/30/2022

Job Posting for Executive Administrator - Financial Services at Financial Independence Group Inc

Description

One of our leading Financial Planning Offices is expanding their operations to better service their growing client base. We have a Executive Administrator position available immediately. This is a full-time position directly supporting the Principal Advisor and Office Manager.


As a direct point of contact for prospects and clients, you will be responsible for the completion of administrative tasks and customer service for the office.


HOW YOU WILL MAKE AN IMPACT:

  • First-line of contact for prospective and current clients of the firm
  • Meeting & Greeting
  • Inbound and outbound call support
  • Office physical appearance
  • Document and update client records, where appropriate
  • Meeting & events scheduling and coordination
  • Personal assisting tasks include: light errand running only when Advisor is unable to do it

Requirements

  •  3 years of experience in an administrative or client services function
  • 1 years of experience working at a professional services business (accounting, legal, financial planning, etc.)
  • Associates degree
  • Strong working knowledge of Microsoft Office Suite
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Salary.com Estimation for Executive Administrator - Financial Services in Myrtle Beach, SC
$70,336 to $86,699
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