Administrative Assistant Charleston, SC

Advisor Employee Services

Job Location:

Charleston, SC - USA

Yearly Salary: $ 50000 - 55000

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

Position: Administrative Assistant

Firm: Curran Financial Partners

Location: Charleston SC

Overview:

Advance your career and make a difference with Curran Financial Partners! We are a well-established Independent Advisory and Financial Services Company in Charleston SC seeking an organized self-motivated Administrative Assistant for our tax team. If you enjoy building relationships thrive in a team environment and want opportunities for professional and personal growth wed love to meet you.

What youll do:

Answer phones schedule visits and greet clients upon arrival
Manage general inquiries and provide consistent follow-up
Act as a liaison between departments and clients
Keep CRM updated with prospect/client interactions
Handle document management including scanning copying secure uploads and emails
Order supplies manage inventory process mail
Work both independently and proactively to meet your business goals
Assist the team with various administrative tasks as needed
Perform other duties and projects as assigned

What Were Looking For:

Minimum 2 years of experience in an office role
Exceptional time management skills
Proven ability to engage prospects and clients over the phone
Customer service oriented and team player
Comfortable taking direction
Strong technological skills

Bonus Points:

Experience in a financial services or tax preparation environment
Prior experience with CRM systems
Proactive approach to new ideas

What Youll Get:

Pay & Perks:

$50000 - $55000/year based on experience
Medical Dental and Vision insurance (eligible after 90 days)
401(k) match
Unlimited PTO
Positive growth-oriented company culture

Schedule:

Full-time in-office
Monday Friday 8:30 AM 5:00 PM

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:

Junior IC

Position: Administrative AssistantFirm: Curran Financial PartnersLocation: Charleston SCOverview: Advance your career and make a difference with Curran Financial Partners! We are a well-established Independent Advisory and Financial Services Company in Charleston SC seeking an organized self-motivat...