Administrative Assistant Job at Semmax Financial Group in Winston-Salem

Salary: Based on experience

Job Description:

The Administrative Assistant plays a vital role in supporting both the client experience and the internal operations of our wealth management team. This position requires excellent organizational skills, strong attention to detail, and the ability to manage multiple priorities in a fast-paced, client-facing environment.

You will be one of the first points of contact for clients, prospective clients, and guests. Your role is to create a polished, welcoming, and professional atmosphere while maintaining accuracy and efficiency behind the scenes. Success in this position requires a process-oriented mindset, a proactive approach, and a genuine desire to serve others well.

This role will be split between our Winston-Salem and Greensboro offices. You will work one day per week in Greensboro and four days in Winston-Salem. Availability for occasional evening events is required.

Previous experience in a team lead or administrative support role is required.

Key Responsibilities

• Attend and participate in internal meetings and team huddles
• Support advisors with day-to-day administrative requests
• Manage calendars for internal and external meetings
• Coordinate and confirm client and prospective client appointments
• Execute the reminder process for all visits with accuracy and timeliness
• Answer and triage incoming calls, resolving client needs whenever possible
• Greet clients and guests in a professional and friendly manner
• Partner with call service to ensure smooth communication and follow-up
• Maintain and update checklists, workflows, and internal process documentation
• Complete daily updates in the Calls and Tasks Log
• Assist in both Winston-Salem and Greensboro offices as needed
• Support seminar execution and complete the seminar close-out process
• Manage the birthday and anniversary card process for clients
  

Skills and Attributes

• Excellent organizational and time management skills
• Strong attention to detail and commitment to follow-through
• Ability to manage multiple priorities without sacrificing quality
• Comfortable in a structured, process-driven environment
• Strong written and verbal communication skills
• Friendly and professional phone presence
• Positive attitude and a service-oriented mindset
• Composure and emotional resilience in a dynamic workplace
• Professional appearance and strong interpersonal skills

Requirements

• Prior experience in administrative support or team lead role
• Proficiency with Microsoft Office (Excel, Word)
• Experience using CRM systems
• Appointment scheduling and calendar coordination
• Reliable transportation to support travel between office locations
• Availability to support some evening seminars and events

Preferred Experience

• Financial services, marketing, or executive-level office support
• Experience updating standard operating procedures and checklists
• Familiarity with call services or multi-line phone systems

Benefits

• Health Insurance
• HSA account
• 401k
• PTO

Please include Resume and Cover Letter when applying for this position.