Administrative Assistant Job at Envest Financial in Myrtle Beach

Overview

Join to apply for the Administrative Assistant role at Envest Financial

This range is provided by Envest Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$24.00/hr - $28.50/hr

Administrative Assistant

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Envest Financial in Myrtle Beach, SC is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor 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 daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!

The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!

Qualifications

• 5+ years of administrative office experience in a fast-paced environment
• Bachelor’s Degree preferred
• Financial industry experience preferred
• Advanced skills with MS Office Suite preferred
• Redtail CRM experience preferred

Key skills

• Ability to prioritize projects and manage time
• Savvy customer service, to include excellent communication, both verbal and written
• Strong follow-through
• Detail-oriented with a keen eye for accuracy
• Ability to demonstrate persistence to achieve quality

Responsibilities

Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:

• Answer phones and greet clients in a friendly, positive, and warm manner
• Be the first point of contact for prospects and clients
• Assist clients with issues and concerns
• Build and improve upon client relationships
• Database management
• Create and document processes
• Set appointments with clients and assist the Advisor with calendar management
• Pre-appointment preparation including compiling account summaries
• Record notes from client conversations
• Maintain office filing system, both paper and electronic
• Assist with various events and marketing objectives
• Provides back-office support for initiatives and/or core projects that assist Advisory teams; including following up on and completing required paperwork
• Maintain office supplies and outgoing correspondence
• Other industry-specific tasks as needed
• PTO

Hours

• Monday – Friday, full time, flexible working hours
• Some evenings required for client events

Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs.