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Administrative Assistant Greenville, SC

Advisor Talent Solutions

Job Location:

Greenville, NC - USA

Yearly Salary: $ 52 - 55

Posted: 18 July 2026 (30+ days ago)

Application Deadline: 15 October 2026

Vacancies: 1 Vacancy

Job Summary

Position: Administrative Assistant

Firm: Prosperity Group Advisors

Location: Greenville SC

Overview:

Prosperity Group Advisors based in Greenville SC is a retirement planning firm that focuses on helping individuals retire safely and securely. Our client relationships are built on trust transparency and a long-term commitment to helping them achieve their financial goals.

As an Administrative Assistant this individual will be responsible for all front office activities and administrative functions allowing the CEO to focus on the continued growth of the business. The ideal candidate will have superior administrative skills a strong work ethic attention to detail and enjoy working directly with clients. If you are looking for a rewarding career in a vibrant fast-paced environment dont miss this opportunity!

What youll do:

Answer phones and greet clients in a friendly positive and warm manner
Be the first point of contact for prospects and clients
Schedule appointments with clients and assist with calendar management
Provide comprehensive administrative support to the CEO ensuring effective organization and proactively managing schedules priorities and tasks to keep operations on track
Handle document management including scanning copying secure uploads and emails
Order supplies manage inventory process mail
Maintain the firms CRM (Redtail) through accurate data entry and database management
Support team by preparing reports presentations and meeting materials
Maintain office filing system both paper and electronic
Provide support as needed at seminars and client events
Assist the team with various administrative tasks

What Were Looking For:

5 years of administrative office experience in a fast-paced environment
High School Diploma Associate or Bachelors degree preferred
Demonstratesstrongproficiency and confidence working across various platforms and operating systems including Microsoft Office Suite Zoom or other virtual meeting platforms and CRMs
Must be able to multitask effectively in a fast-paced environment managing competing priorities while maintaining a high level of accuracy and attention to detail
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Excellent communication; written and verbal
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
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct especially when handling confidential client information and financial matters

Bonus Points:

Experience working in the financial industry banking or professional services environment preferred
Experience supporting executives or serving as a personal/executive assistant
Coordinating travel arrangements and meeting logistics
Basic bookkeeping and invoicing experience

What Youll Get:

Pay & Perks:

$52k - $55k/year based on experience
PTO

Schedule:

In office: Monday-Friday 8:30am 5:00pm
Some evenings may be 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:

Junior IC

Apply Now