Administrative Specialist

Job Description:

The Administrative Specialist position is an integral part of the overall client experience, engaging in frequent client contact and internal wealth management team support.  A high degree of direct communication with clients, with the Administrative Specialist is acting to create a satisfying and memorable experience by providing a superior level of customer service to clients, prospective clients & guests.  This position brings opportunity to be the part of something much bigger, serving others in a positive culture and work environment.  Great working atmosphere and wonderful clients! This position will require split offices and the ability to be in Winston-Salem and Greensboro Offices (1 Day in Greensboro/4 Days in Winston) and will also have some evening hours.  Previous management and/or team lead experience is required for this position.

Responsibilities & Activities:

• Attends and/or Leads Appropriate Meetings and Huddles
• Manages Day to Day Interactions/Requests by Advisors
• Manages Calendar Internal and External meetings
• Manages Teams KPI's and looks for areas of improvement
• Manages Client and Prospective Client Appointments
• Performs/Manages reminder process for Prospective Client and Client visits
• Manages Incoming Calls acting to resolve questions/needs of the Client
• Welcomes Clients and Guests
• Manages Call Service interaction
• Updates the Checklists, Processes and Workflows as changes occur
• Updates the “Calls and Tasks Log” each day
  
• Participation in both Winston-Salem and Greensboro Offices
• Seminar and Event Support (Requiring evenings on some weeks)
  
• Seminar Close Process
  
• Birthday and Anniversary cards for clients 

Knowledge, Skills & Abilities:

• Requires:
  
  • Excellent interpersonal skills
  • Excellent phone skills
  • Proven Management experience
  • Excellent attitude and an extraordinary client service orientation
  • Excellent computer skills
  • Excellent phone skills
  • CRM experience required
  • Knowledgeable in Excel
  • Knowledgeable in Word
  • Appointment setting skills required
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • Professional appearance and communication skills
    

• Helpful:
  • Previous financial, marketing or high level of office experience.
    
  • Administrative Assistant/Management experience
• Benefits
  • Health Insurance
  • HSA account
  • 401k
  • PTO

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