Admin Team Member

Job Description Job Description Administrative Team Member 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 environment Bachelor’s Degree preferred Financial industry experience preferred CRM experience Commute 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 time Savvy customer service, to include excellent communication, both verbal and written Strong follow-through Good-natured, positive attitude Ability to demonstrate persistence to achieve quality Responsibilities: Assisting the firmin 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 manner Be the first point of contact for prospects and clients Maintain office supplies and outgoing correspondence Assist clients with issues and concerns Build and improve upon client relationships Database management Set appointments with clients and assist the Advisor with calendar management Pre-appointment preparation including compiling account summaries Maintain office filing system, both paper and electronic Record notes from client conversations Assist with various marketing objectives Other industry-specific tasks as needed Assists Back - Office support initiativesand/or core projects that support Advisory teams - including client review reviews and prospects plan prep Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc. Salary: $50,000-$60,000 annuallypaid hourly between $24 and $29/hour Some evening event attendance on a quarterly basis Benefits: Health, Dental, Vision – employer covers 100% for the employee 19 days PTO Paid major holidays (determined each year at the company’s discretion) 401(k) – 3% employer match plus a potential additional match via a profit sharing plan Hours: Monday- Friday: 8:30 am – 5:00 pm Flexible depending on client appointment times Company Description Blue 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. Company Description Blue 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.