We are a financial advising and accounting practice located in Hendersonville, NC, and Landrum, SC, looking for an assistant to perform a variety of administrative and clerical tasks. Duties include providing support to our managers and employees, assisting in daily office needs, and managing our company’s general administrative activities.

Responsibilities

• Answering and direct phone calls
• Schedule meetings and calendar tasks
• Data entry
• Process financial transactions
• Submit and track paperwork
• Maintain current filing system and client records
• Handle admin requests from senior managers
• Update and maintain office policies, procedures, and manuals as needed
• Write and distribute email, letters, faxes and forms; Process mail
• Maintain office cleanliness
• Provide general support to clients and visitors

Requirements and skills

• Must be aged 18 or older
• High School degree or equivalent
• 1-2 years office support/administrative experience
• Previous experience in CRM database (ie. Salesforce, Redtail) preferred
• Knowledge of office management systems and procedures
• Working knowledge of office equipment, ie. printers, scanners, and fax machines
• Proficiency in MS Office
• Excellent time management skills and the ability to prioritize work
• Attention to detail and problem-solving skills
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to multi-task
• Self-motivated, ability to work independently but also collaborate with a team

Part-time to possibly full-time position available, depending on qualifications. Salary based on experience and qualifications. Paid holidays, PTO, 401K/Simple IRA plan

Must get fingerprinted and pass both background and financial checks for employment.

Job Types: Full-time, Part-time

Pay: $15.00 - $19.00 per hour

Work Location: In person