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Operations Assistant

2 months ago

Cary, North Carolina, United States Raleigh Wealth Solutions Full time
About Raleigh Wealth Solutions

We are a dynamic and growing financial services company seeking a highly organized and detail-oriented individual to join our team as an Office Assistant. Our company is committed to providing exceptional service to our clients and we are looking for someone who shares our passion for delivering high-quality results.

Job Summary

The Office Assistant will play a key role in supporting the day-to-day operations of our office. This includes providing administrative support, maintaining accurate records, and ensuring the smooth operation of our office systems.

Key Responsibilities
  • Administrative Support
    • Provide administrative support to our team, including answering phones, responding to emails, and preparing correspondence.
    • Maintain accurate and up-to-date records, including client files and office documents.
  • Office Operations
    • Ensure the smooth operation of our office systems, including filing, copying, and scanning.
    • Sort and distribute incoming mail and packages.
    • Assist with errands and tasks as needed.
  • Client Support
    • Provide exceptional customer service to our clients, including greeting them warmly and ensuring their needs are met.
    • Assist with client requests, including preparing documents and providing information.
Requirements
  • Education
    • Bachelor's degree preferred.
  • Experience
    • Prior experience in the financial industry preferred.
  • Skills
    • Intermediate to advanced skills with MS Office Suite.
    • Proficient phone skills.
    • Experience working in a fast-paced environment.
    • Ability to prioritize and work with a demanding team.
    • Attention to detail.
    • Working knowledge of computers and software.
    • Ability to multi-task.
Benefits
  • Salary
    • $42,500 per year.
  • Benefits Package
    • MERP.
    • 401(k).
    • Profit sharing.
    • Lifetime Fitness membership.
    • PTO.
    • Flex time (2 hours per week, excluding Monday mornings or Friday afternoons).
    • Maternity/Paternity leave.