Admin Team Member

Job Description Administrative Team MemberAll the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our investment advisory firm, Blue Ridge Wealth Planners in Raleigh, NC, is looking for a strong Administrative Team Member.This individual will be responsible for a variety of pertinent tasks, allowing the firm to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must! Minimum Requirements:2+ years of administrative office experience in a fast-paced environmentBachelor’s Degree preferredFinancial industry experience preferredCRM experienceCommute between offices in Raleigh, NC & Knoxville, TN (likely zero to two times per year, and with travel reimbursement)This position requires that you possess the following skills:Ability to prioritize projects and manage timeSavvy customer service, to include excellent communication, both verbal and writtenStrong follow-throughGood-natured, positive attitudeAbility to demonstrate persistence to achieve qualityResponsibilities:Assisting the firm in managing the branch office to exceed client and regulatory expectations include but are not limited to:Answer phones and greet clients in a friendly, positive, and warm mannerBe the first point of contact for prospects and clientsMaintain office supplies and outgoing correspondenceAssist clients with issues and concernsBuild and improve upon client relationshipsDatabase managementSet appointments with clients and assist the Advisor with calendar managementPre-appointment preparation including compiling account summariesMaintain office filing system, both paper and electronicRecord notes from client conversationsAssist with various marketing objectivesOther industry-specific tasks as neededAssists Back - Office support initiatives and/or core projects that support Advisory teams - including client review reviews and prospects plan prepProvide marketing support as needed including newsletters, blog, social, website, communications, events, etc.Salary:$50,000-$60,000 annually paid hourly between $24 and $29/hourSome evening event attendance on a quarterly basisBenefits:Health, Dental, Vision – employer covers 100% for the employee19 days PTOPaid major holidays (determined each year at the company’s discretion)401(k) – 3% employer match plus a potential additional match via a profit sharing planHours:Monday- Friday: 8:30 am – 5:00 pmFlexible depending on client appointment timesCompany DescriptionBlue Ridge Wealth Planners is an SEC-registered investment advisor working with thousands of families across the country to holistically plan for retirement which includes considerations for investments, income, taxes, legacy, and healthcare. xaygatp Company DescriptionBlue Ridge Wealth Planners is an SEC-registered investment advisor working with thousands of families across the country to holistically plan for retirement which includes considerations for investments, income, taxes, legacy, and healthcare.