Administrative Support Specialist
Financial planning firm located in North Charlotte is expanding their operations team. We are seeking an Administrative Support Specialist to support the financial advisors with onboarding new clients and maintaining documentation. Convenient location with many amenities. Salary up to $50K plus great benefits.
Responsibilities of the Administrative Support Specialist:
- Onboarding new clients by preparing appropriate documents
- Inputting new client information into a data base
- Prepare necessary documents to update accounts
- Provide administrative support to financial advisors
- Assist clients with non-investment related questions
Qualifications of the Administrative Support Specialist
- Bachelor's degree preferred
- Great communication skills both written and verbal
- Detailed oriented