Office Administrator - Cary, NC

What You’ll Do

• Answer phones and greet clients in a friendly, positive, and warm manner
• Manage advisors’ calendar, including appointment scheduling and rescheduling
• Ensure advisor is well-organized and prepared for client meetings
• Aid clients with completing required paperwork and follow-up on service-related requests
• Maintain the firm’s CRM system (Wealthbox) through accurate data entry and database management
• Build and improve upon client relationships
• Support social media campaigns and marketing efforts through Snappy Kraken
• Maintain office filing system, both paper and electronic
• Order supplies, manage inventory, process mail and deliveries
• Aid with additional duties and responsibilities as needed to support the team and ensure a high standard of service

What We’re Looking For

• A High School Diploma
• 3+ years of administrative office experience in a professional fast-paced environment
• Strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
• A self-starter who takes initiative and works well independently
• Excellent communication; written and verbal, professional and well spoken
• A collaborative team player willing to assist others
• Exceptional organizational skills by efficiently managing multiple client requests and prioritizing time-sensitive tasks
• Meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Embraces change and adapts quickly to evolving processes

Bonus Points

• Financial industry experience
• Fidelity investment experience is a plus