Administrative Assistant - Charleston, SC

Position: Administrative Assistant

Firm: Curran Financial Partners

Location: Charleston, SC

Overview:

Advance your career and make a difference with Curran Financial Partners ! We are a well-established Independent Advisory and Financial Services Company in Charleston, SC , seeking an organized, self-motivated Administrative Assistant for our tax team. If you enjoy building relationships, thrive in a team environment, and want opportunities for professional and personal growth, we'd love to meet you.

What you'll do:

• Answer phones, schedule visits, and greet clients upon arrival
• Manage general inquiries and provide consistent follow-up
• Act as a liaison between departments and clients
• Keep CRM updated with prospect/client interactions
• Handle document management including scanning, copying, secure uploads and emails
• Order supplies, manage inventory, process mail
• Work both independently and proactively to meet your business goals
• Assist the team with various administrative tasks as needed
• Perform other duties and projects as assigned

What We're Looking For:

• Minimum 2+ years of experience in an office role
• Exceptional time management skills
• Proven ability to engage prospects and clients over the phone
• Customer service oriented and team player
• Comfortable taking direction
• Strong technological skills

Bonus Points:

• Experience in a financial services or tax preparation environment
• Prior experience with CRM systems
• Proactive approach to new ideas

What You'll Get:

Pay & Perks:

• $50,000 - $55,000/year based on experience
• Medical, Dental, and Vision insurance (eligible after 90 days)
• 401(k) match
• Unlimited PTO
• Positive, growth-oriented company culture

Schedule:

• Full-time, in-office
• Monday - Friday, 8:30 AM - 5:00 PM

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com


Pay Range: $50,000 - $55,000 per year