Office Administrator - Cary, NC

Advisor Talent Solutions•Cary, NC

2h•$50,000 - $60,000•Hybrid

About The Position

Pinnacle Retirement Solutions in Cary, NC is looking for a versatile and well-rounded Office Administrator. This individual will play a key part in ensuring smooth and efficient day-to-day office operations, allowing the financial advisor to focus on the continued growth of the business. This role is ideal for a self-starter with a strong background in client service, administrative, and marketing support who thrives in a fast-paced, client-focused environment. If you are someone who takes initiative, values integrity, and feels inspired by the opportunity to help others, we encourage you to join our team.

Requirements

High School Diploma
3+ years of administrative office experience in a professional fast-paced environment
Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
Self-starter who takes initiative and works well independently
Excellent communication; written and verbal, professional and well spoken
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
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
Embraces change and adapts quickly to evolving processes

Nice To Haves

Financial industry experience
Fidelity investment experience is a plus

Responsibilities

Answer phones and greet clients in a friendly, positive, and warm manner
Manage advisors’ calendar, including appointment scheduling and rescheduling
Ensure advisor is well-organized and prepared for client meetings
Assist clients with completing required paperwork and following through on service related requests
Maintain the firm’s CRM system (Wealthbox) through accurate data entry and database management
Build and improve upon client relationships
Support social media campaigns and marketing efforts through Snappy Kraken
Maintain office filing system, both paper and electronic
Order supplies, manage inventory, process mail and deliveries
Assist with additional duties and responsibilities as needed to support the team and ensure a high standard of service