Administrative Assistant - China Grove - TalentLink Solutions

    TalentLink Solutions
    TalentLink Solutions China Grove

    2 days ago

    $65,000 - $120,000 (USD) per year
    Description

    We are a financial planning firm dedicated to helping individuals and families build, manage and preserve their wealth. Our team provides personalized services tailored to each client's unique needs.

    Role Overview

    This is an exciting opportunity to make a meaningful impact on our continued growth and success. We're seeking an organized, proactive and highly professional Administrative Assistant to support our advisory team and clients.

    • Greet clients with a friendly demeanor making them feel comfortable when visiting the office
    • Provide administrative support for advisors, clients, and the team

    Duties & Responsibilities

    1. Draft, proofread and format professional emails communications Maintaining accurate records in CRM system updating changes documenting all activities .

  • Work in company

    Administrative Assistant

    Only for registered members

    Job summaryWe are a woman-owned and women-operated boutique financial planning firm located in China Grove, just north of Charlotte. As we continue to grow, we're seeking an organized, proactive, and highly professional Administrative Assistant to support our advisory team and ou ...

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    Administrative Assistant

    Only for registered members

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