Demo

Office Administrator - Financial Firm - Wilmington, NC

Advisor Employee Services
Wilmington, NC Full Time
POSTED ON 4/1/2025
AVAILABLE BEFORE 6/1/2025
Office Administrator
Advance your career and truly make a difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company.
Airlie Wealth Advisors firm in Wilmington, NC area is seeking a full-time Office Administrator. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.
Position Overview:
The primary responsibility of this position is to provide support for the Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.
Key Responsibilities:
  • Receive incoming client calls in a friendly manner
  • Processing new client applications
  • Input prospects to database
  • Handle servicing of specific client accounts (opening, closing, and transferring of accounts)
  • Manage Advisors calendar, keep Advisor organized, and prep for all client meetings
  • Set, reschedule and confirm appointments
  • Keep CRM updated with client interaction
  • Attend seminars/workshops and follow up with the prospects form the seminars
  • Work independently and proactively to meet personal business goals
  • Assist Advisors with follow up on Marketing Leads
  • Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor
  • Assist Advisor with pre-appointment preparation
Hours
  • 9:00am-5:00pm
Salary
  • $40,000-$50,000
If you meet or exceed the expectations described above, please apply today!
Presented by Advisor Employee Services Thank you for your interest in the Office Administrator 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. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Salary : $40,000 - $50,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Office Administrator - Financial Firm - Wilmington, NC?

Sign up to receive alerts about other jobs on the Office Administrator - Financial Firm - Wilmington, NC career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$60,136 - $81,141
Income Estimation: 
$77,456 - $102,587
Income Estimation: 
$60,136 - $81,141
Income Estimation: 
$77,456 - $102,587
Income Estimation: 
$45,079 - $58,782
Income Estimation: 
$55,482 - $73,306
Income Estimation: 
$71,445 - $107,750
Income Estimation: 
$54,253 - $71,534
Income Estimation: 
$68,545 - $91,432
Income Estimation: 
$60,136 - $81,141
Income Estimation: 
$77,456 - $102,587
Income Estimation: 
$94,171 - $124,884
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Advisor Employee Services

Advisor Employee Services
Hired Organization Address Prospect, KY Full Time
Client Services Administrator Are you looking for an opportunity to utilize superior client service skills and work one-...
Advisor Employee Services
Hired Organization Address Hingham, MA Full Time
Senior Financial Advisor \ We are seeking a motivated and skilled Senior Financial Advisor to join our successful team a...
Advisor Employee Services
Hired Organization Address Hingham, MA Part Time
Part-Time Receptionist Opportunity at Advisor Employee Services We're seeking a highly skilled and detail-oriented indiv...
Advisor Employee Services
Hired Organization Address Hingham, MA Part Time
Financial Planning Firm Seeks Part-Time Receptionist We're looking for a reliable and skilled individual to join our tea...

Not the job you're looking for? Here are some other Office Administrator - Financial Firm - Wilmington, NC jobs in the Wilmington, NC area that may be a better fit.

Client Services Administrator - Financial Firm - Wilmington, NC

Advisor Employee Services, Wilmington, NC

Financial Advisor - Wilmington, NC

Thrivent, Wilmington, NC

AI Assistant is available now!

Feel free to start your new journey!