Administrative Assistant (Charlotte)

Brokerage Operations Associate (Financial Services)Financial planning firm located in North Charlotte is expanding its operations team and is seeking a detail-oriented Brokerage Operations Associate to support its financial advisors. This is a great opportunity to join a collaborative, client-focused environment in a convenient location with access to a variety of nearby amenities. Salary up to $52K, great benefits, and opportunities for professional growth.Responsibilities:Assist with onboarding new clients by preparing and organizing all necessary documentationAccurately input and maintain client information within the firm's database systemsPrepare and process paperwork required for account updates and changesProvide day-to-day administrative support to financial advisorsServe as a point of contact for clients, assisting with non-investment-related inquiries and ensuring a positive client experienceQualifications:Bachelor's degree preferredStrong written and verbal communication skillsExcellent attention to detail with strong organizational and time management abilitiesAbility to handle multiple tasks and prioritize effectively in a fast-paced environment