Office Administrator Cary, NC
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Job Summary
Position: Office Administrator
Firm: Pinnacle Retirement Solutions
Location: Cary 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 Pinnacle Retirement Solutions in Cary NC is looking for a versatile and well-rounded Office Administrator. This individual will play a key part in ensuring smooth and efficient day-to-day office operations 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. If you are someone who takes initiative values integrity and feels inspired by the opportunity to help others we encourage you to join our team.
What youll do:
- Answer phones and greet clients in a friendly positive and warm manner
- Manage advisors calendar including appointment scheduling and rescheduling
- Ensure advisor is well-organized and prepared for client meetings
- Assist clients with completing required paperwork and following through on service related requests
- Maintain the firms CRM system (Wealthbox) through accurate data entry and database management
- Build and improve upon client relationships
- Support social media campaigns and marketing efforts through Snappy Kraken
- Maintain office filing system both paper and electronic
- Order supplies manage inventory process mail and deliveries
- Assist with additional duties and responsibilities as needed to support the team and ensure a high standard of service
What Were Looking For:
- High School Diploma
- 3 years of administrative office experience in a professional fast-paced environment
- Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
- 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:
- Financial industry experience
- Fidelity investment experience is a plus
What Youll Get:
Pay & Perks:
- $50k-$60k/year based on experience
- PTO
- SEP IRA after 3 years of employment
- Hybrid work schedule
Schedule:
- In office: Monday Thursday 9:00am - 5:00pm Friday hybrid schedule
- Occasional evening required for client events up to once per quarter
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.
Required Experience:
Unclear Seniority
About Company
Advisor Talent Solutions partners with independent financial advisors nationwide to support their hiring and talent needs.
