Administrative Support Specialist

4 weeks ago


Warrenville, South Carolina, United States Ascent Financial Partners Full time
Job Summary

We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Ascent Financial Partners. The successful candidate will provide administrative support to our financial advisors, ensuring the smooth operation of our practice.

The ideal candidate will have excellent communication skills, be proficient in Microsoft Office, and have experience in providing administrative support in a fast-paced environment.

This is a fantastic opportunity for someone who is looking to develop their skills and contribute to a dynamic team.

Key Responsibilities
  • Provide administrative support to financial advisors, including scheduling meetings, preparing presentations, and tracking correspondence.
  • Manage day-to-day operations, including filing, copying, and handling office mail.
  • Assist with client communication, including preparing correspondences and scanning documents to client files.
  • Track financial planning fees and renewals, and deposit and code client checks into appropriate accounts.
  • Perform other administrative tasks as assigned by the team.
Requirements
  • High school degree required.
  • 1-2 years of experience in customer service or administrative support.
  • Excellent communication and organizational skills.
  • Proficiency in Microsoft Office.
What We Offer
  • A competitive hourly rate of $20-$25.
  • A comprehensive benefits package, including health, disability, and dental insurance.
  • Paid time off and holiday pay.


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