Administrative Support Specialist
About The Position
Are you detail-oriented, dependable, and passionate about creating exceptional client experiences while keeping operations running smoothly? If so, we’d love to welcome you to McKinley Carter! About McKinley Carter Wealth Services At McKinley Carter, we do more than manage wealth – we build relationships that last. Our mission is to help clients design and implement financial strategies that support their goals and dreams. We believe success is a team effort, and we foster a culture where collaboration, respect, and care for one another are at the heart of everything we do. Here, you’ll find a workplace that values your contributions, encourages your growth, and celebrates achievements together. When you join McKinley Carter, you’re not just taking a job, you’re becoming part of a team committed to making a meaningful impact. About the Role As an Administrative Support Specialist, you’ll be a trusted resource who helps maintain seamless operations. You’ll divide your time between supporting our Advisory Service Team by processing client paperwork, preparing meeting materials, and maintaining accurate records, and managing our Charleston office by greeting clients and visitors, fielding phone calls, and coordinating meetings and events. Ultimately, you’ll help ensure an environment where both clients and colleagues feel supported and cared for.
Requirements
- Associate degree or equivalent experience.
- Minimum 3 years of client service and/or administrative experience (financial services preferred).
- Strong communication skills and proficiency in Microsoft Office
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting.
- A positive, approachable demeanor with a genuine desire to assist others.
Nice To Haves
- CRM experience is a plus.
Responsibilities
- Deliver essential support as part of our Advisory Service Team, processing client paperwork, preparing reports and meeting materials, and managing schedules.
- Welcome office guests with warmth and professionalism.
- Serve as backup for corporate reception, answering and routing calls.
- Manage office correspondence and maintain an organized, welcoming environment.
- Coordinate events, meetings, and team activities.
- Document and relay client feedback to ensure outstanding service.
Benefits
- Supportive, team-oriented culture.
- Opportunities for professional growth and development.
- Competitive compensation and benefits, including profit-sharing eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
