Administrative Assistant

About the Opening

Are you a caring and energetic individual with attention to detail that loves customer service and creating a “wow” factor? Do you enjoy interacting with people and have a great sense of humor? Would you enjoy working for a growing, prestigious company in a fun, team environment?

At TruNorth Advisors, we are a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day. This person will be the warm welcome for all our clients and prospects. We desire an experienced, patient, organized and efficient person who is willing to exceed expectations at any level of task and driven to develop a strong working relationship with our growing team.

Our candidate is articulate, pleasant, dependable and desires an exceptional work culture. Applicant must have a strong capacity to handle varying work tasks including hospitality for events and in-office, phone calls, providing exemplary customer service to clients and prospects, calendar management, managing simple print projects, data entry and scanning, research projects, critical thinking skills and detailed oriented.

Because our environment is fast-paced and we are an innovative and growing company, all of our team members demonstrate the ability to complete tasks with little or no supervision.

We are a full-service Financial firm specializing in those near or in retirement. Our team is comprised of advisors, marketers and client relation specialists. We thrive on success and reward hard work.

Serious applicants only please. We are looking for a long-term fit.

• A detailed cover letter identifying why this position may be a fit for you, as well as identifying why your experience and approach make you most eligible.
• A resume.
• Three references with contact information.

Position Details

Commitment: 40 hours per week, 8 a.m.–5 p.m.

Compensation: Starting salary range is $50-55K, plus full medical and dental benefits and a generous retirement benefit plan. All Holidays off. Plus over 5+ weeks of vacation time!

Skills & Experience Required:

• Ability to work independently, good time management and critical thinking
• Excellent written and oral communications
• Superior client relations skills
• Proficiency in Microsoft Office Suite
• Ability to handle in-bound calls with ease and confidence
• Proof-reading skills
• Excellent organizational skills
• Ability to work independently with high-level productivity
• Willingness to learn new programs.

Duties & Responsibilities

Clients & Team Support

• Greet guests and clients, offer refreshments, give a “wow” client experience.
• Answer phones, check for and take messages, connect and field incoming calls for team.
• Confirm appointments by phone and email each day and maintain our team calendar.
• Listen to and understand client needs, respond in a prompt and professional fashion on behalf of team members through phone calls, emails and mail.
• Work intricately with Financial Advisors in the Charlotte office ensuring effective teamwork on each client case.
• Assist with meals for leadership, get orders and pick up team and client lunches when needed.

Marketing & Communications Support

• Assist in creating professional communications and event materials on behalf of leadership in Word, PowerPoint and our Salesforce CRM system.
• Follow-up with prospects to confirm meeting details, that they received information, and to request completed questionnaires.
• Assist with preparation of proposals in formatting and printing.
• Review and proof marketing materials, letters and communication pieces.
• Research, input and organize prospect data in CRM system and provide executive summary of findings.

Office Support

• Organizes incoming and outgoing mail and client uploads.
• Go-to person for office equipment, printers, and telephones.
• Maintains inventory and orders office supplies and hospitality items.
• Maintains office appearance and ensures rooms are set for meetings and training sessions, refrigerator is stocked, make coffee, etc. to make the office pleasant.