Administrative Assistant - Charleston, SC

Advisor Talent Solutions•Charleston, SC

1d•$50,000 - $55,000•Onsite

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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