Client Services Representative

*About Us:* At The McDaniel Corporation, we are a dynamic financial planning firm dedicated to providing exceptional service to our clients. With a close-knit team of three advisors and ten dedicated staff members, we pride ourselves on our collaborative and client-focused approach. We are currently seeking a motivated and detail-oriented individual to join our team as an Administrative Assistant. *Position Overview:* We are seeking an organized, proactive Administrative Assistant to support reception, data entry, and provide personal assistance to Craig McDaniel. This is a hands-on, diverse role involving client interaction, office management, and administrative tasks. *Key Responsibilities:* * *Administrative Support:* Answer phones, greet clients, manage emails, maintain the office (ordering supplies, tidying kitchen, etc.), and assist with general office tasks. * *Data Entry:* Enter and update client information into our client database system, ensuring accurate and up-to-date records. * *Personal Assistant:* Organize daily tasks, sort emails, book travel (flights, hotels, car rentals), prepare agendas, and ensure the advisor is fully prepared for meetings and appointments. * *Client Interaction:* Offer beverages, ensure client comfort, and maintain a welcoming office environment. *Qualifications:* * Strong organizational skills and attention to detail. * Ability to multitask in a fast-paced setting. * Positive and professional demeanor with excellent communication skills. * Proficiency in Microsoft Office; experience with Red Tail Client Tracking Software is a plus. *Benefits:* * Competitive salary ($31,000 - $35,000 annually). * Dental and life insurance. * Paid vacation days. * 401(k) retirement plan. If you're a motivated individual with a passion for organization and client service, we want to hear from you! Apply today to join our team. Job Type: Full-time Pay: $16.00 - $20.00 per hour Benefits: * 401(k) matching * Dental insurance * Life insurance * Paid time off Application Question(s): * Background Check Required Location: * Columbia, SC 29212 (Preferred) Work Location: In person