Office Administrator Wilmington, NC

Wilmington, DE - USA

Monthly Salary: Not Disclosed

Posted on: 17 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Office Administrator

Firm: Shamrock Financial Services

Location: Wilmington NC

Overview:

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office Shamrock Financial Services in Wilmington NC is looking for a versatile and well-rounded Office Administrator. This individual will be responsible for a variety of pertinent tasks allowing the financial advisor to focus on the continued growth of the business. This role is ideal for a self-starter with a strong background in client service administrative and marketing support who thrives in a fast-paced client-focused environment.

What youll do:

Answer phones and greet clients in a friendly positive and warm manner
Manage advisors calendars including appointment scheduling and rescheduling
Managing advisors email continuously throughout the day
Assist clients with completing required paperwork
Maintain the firms CRM system (Salesforce) through accurate data entry and database management
Build and improve upon client relationships
Support social media campaigns
Plan coordinate and execute workshops and client appreciation events
Manage guest communications registrations and RSVPs
Handle event setup breakdown and on-site logistics

What Were Looking For:

High School Diploma
2 years of administrative office experience in a fast-paced environment
Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office and Salesforce
Self-starter who takes initiative and works well independently
Excellent communication; written and verbal professional and well spoken
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
Embraces change and adapts quickly to evolving processes

Bonus Points:

Proficiency with AI tools
Financial industry experience

What Youll Get:

Pay & Perks:

$50k/year quarterly and annual performance bonuses
Health insurance stipend
401(k) with 3% matching after 1 year
2 weeks PTO increases with tenure
Federal holidays off

Schedule:

In office: Monday Friday 8:30am and 5:00pm
Occasional evenings and weekends required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Unclear Seniority

Position: Office AdministratorFirm: Shamrock Financial ServicesLocation: Wilmington NCOverview: Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office Shamrock Financial Services in Wilmington NC is looking for ...