Office Administrator - Wilmington, NC
About The Position
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Shamrock Financial Services in Wilmington, NC is looking for a versatile and well-rounded Office Administrator. This individual will be responsible for a variety of pertinent tasks, 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.
Requirements
- High School Diploma
- 2+ 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 and Salesforce
- 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
- Proficiency with AI tools
- Financial industry experience
Responsibilities
- Answer phones and greet clients in a friendly, positive, and warm manner
- Manage advisors’ calendars, including appointment scheduling and rescheduling
- Managing advisors’ email continuously throughout the day
- Assist clients with completing required paperwork
- Maintain the firm’s CRM system (Salesforce) through accurate data entry and database management
- Build and improve upon client relationships
- Support social media campaigns
- Plan, coordinate, and execute workshops and client appreciation events
- Manage guest communications, registrations, and RSVPs
- Handle event setup, breakdown, and on-site logistics
Benefits
- $50k/year + quarterly and annual performance bonuses
- Health insurance stipend
- 401(k) with 3% matching after 1 year
- 2 weeks PTO, increases with tenure
- Federal holidays off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
