Overview
Administrative Assistant Jobs in Charlotte, NC at TRC Talent Solutions
Title: Administrative Assistant
Company: TRC Talent Solutions
Location: Charlotte, NC
Administrative Assistant
Financial planning firm located in North Charlotte is expanding its operations team and is seeking a detail-oriented Administrative Assistant to support its financial advisors. This is a great opportunity to join a collaborative, client-focused environment in a convenient location with access to a variety of nearby amenities. Salary up to $52K, great benefits, and opportunities for professional growth.
Responsibilities:
- Assist with onboarding new clients by preparing and organizing all necessary documentation
- Accurately input and maintain client information within the firm’s database systems
- Prepare and process paperwork required for account updates and changes
- Provide day-to-day administrative support to financial advisors
- Serve as a point of contact for clients, assisting with non-investment-related inquiries and ensuring a positive client experience
Qualifications:
- Bachelor’s degree preferred
- Strong written and verbal communication skills
- Excellent attention to detail with strong organizational and time management abilities
- Ability to handle multiple tasks and prioritize effectively in a fast-paced environment
