Office Administrator

About the role

Rosewood Wealth Management is a fast-growing financial planning firm in Hillsborough, NC, committed to delivering an outstanding client experience from the very first interaction. We are seeking a highly organized and process-driven Office Administrator to support administrative, client service, and operational workflows. This role is ideal for a self-starter with a strong background in client service and administrative support who thrives in a detail-oriented, fast-paced, and client-focused environment. You will play a key role in supporting ongoing client needs while ensuring account-related processes are handled accurately and efficiently.

Responsibilities

• Serve as a friendly, professional first point of contact for clients—both in-person and over the phone
• Schedule and reschedule appointments as needed; monitor for cancellations or no-shows and help fill openings when possible
• Support event check-ins and assist with on-site logistics tasks
• Process ongoing service requests such as beneficiary updates, address changes, and other client or account-related changes, ensuring all documentation is accurate and complete
• Prepare and submit forms, coordinate signatures, assist clients with basic technical questions, and ensure all documentation meets compliance and recordkeeping requirements
• Monitor pending requests and proactively follow up with custodians, carriers, and internal teams to resolve issues—including NIGO items—and keep requests moving forward efficiently
• Keep the CRM (Wealthbox) consistently updated so advisors and team members have clear, current information regarding client activity and account status
• Facilitate smooth communication between advisors, clients, and operational partners, and identify opportunities to streamline workflows and improve operational efficiency
• Assist with additional duties and responsibilities as needed to support the team and maintain a high standard of service

Requirements

• Associate’s degree required, Bachelor’s degree preferred
• 1+ years’ professional experience
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Google Workspace
• Self-starter who takes initiative and works well independently
• Excellent communication; written and verbal, professional and well spoken
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits 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

Bonus Points

• Experience in the financial industry

Benefits

• Health insurance
• Dental insurance
• PTO
• Opportunities for professional development and growth

Pay

$55k - $65k/year based on experience + bonus potential

Schedule

• In office: Monday – Friday, 9am-5pm
• Two evenings a month required for client events