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Client Services Administrative Assistant

1 month ago

Greenville, United States Godshall Recruiting Full time

Salary: $45k to $60k


What is your perfect fit?

  • Are you interested in an administrative role that allows you to pursue your passion for top notch client service?
  • Are you interested in working in a collaborative office where you can have a meaningful impact?
  • Would you love to work in beautiful downtown Greenville?

If this describes you, then we need to talk.


What your future day will look like:

  • Answer calls, greet clients, and address their needs promptly in person, via phone, and email; process financial transaction paperwork
  • Schedule and coordinate appointments for clients and advisors, ensuring efficient use of time
  • Assist advisors in preparing documents and reports needed for client meeting
  • Ensure timely and accurate handling of client paperwork for financial transactions


Benefits Offered:

  • PTO
  • Health Insurance
  • 401K


Type: Direct Hire


To be a champion in this role, you will need:

  • Strong communication and rapport-building abilities with a positive, enthusiastic demeanor
  • High accuracy in tasks, with strong organizational and time management skills, and the ability to multitask effective
  • Industry experience and licenses (Series 7, 65, SIE ) – a plus


Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.