Administrative Assistant - Greenville, SC

Advisor Talent Solutions•Greenville, SC

14h•Onsite

About The Position

Prosperity Group Advisors based in Greenville, SC is a retirement planning firm that focuses on helping individuals retire safely and securely. Our client relationships are built on trust, transparency, and a long-term commitment to helping them achieve their financial goals. As an Administrative Assistant, this individual will be responsible for all front office activities and administrative functions, allowing the CEO 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. If you are looking for a rewarding career in a vibrant, fast-paced environment don’t miss this opportunity!

Requirements

5+ years of administrative office experience in a fast-paced environment
Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite, Zoom or other virtual meeting platforms and CRM’s
Must be able to multitask effectively in a fast-paced environment, managing competing priorities while maintaining a high level of accuracy and attention to detail
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Excellent communication; written and verbal
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
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Nice To Haves

Experience working in the financial industry, banking, or professional services environment preferred
Experience supporting executives or serving as a personal/executive assistant
Coordinating travel arrangements and meeting logistics
Basic bookkeeping and invoicing experience

Responsibilities

Answer phones and greet clients in a friendly, positive, and warm manner
Be the first point of contact for prospects and clients
Schedule appointments with clients and assist with calendar management
Provide comprehensive administrative support to the CEO, ensuring effective organization and proactively managing schedules, priorities, and tasks to keep operations on track
Handle document management including scanning, copying, secure uploads and emails
Order supplies, manage inventory, process mail
Maintain the firm’s CRM (Redtail) through accurate data entry and database management
Support team by preparing reports, presentations, and meeting materials
Maintain office filing system, both paper and electronic
Provide support as needed at seminars and client events
Assist the team with various administrative tasks