Administrative Associate

Administrative Associate

Overview

This is a professional administrative position in the financial services industry, located in Brevard, NC. An Administrative Associate primarily supports the firm’s financial planners in administrative and client service tasks. This includes reception and client service, generating reports, basic data entry, appointment scheduling, and other general administrative and upkeep tasks. The Administrative Associate may attend internal meetings with planners to take notes and engage in follow-up tasks such as updating client relationship management software and providing communication to clients. The position is expected to staff in-person hours from 9:00 am through 4:00 pm with a one hour lunch break, Monday through Thursday and 9:00 am through 12:00 pm Friday, with a generally steady and a manageable level of work volume. A longer-term career path would lead to client services with licensing or operations specialization as the firm grows.

Compensation

• Salary: $44,000-52,000 annually based on relevant experience
• Compensation is based on full-time employment at 31 hours per week, including lunch breaks
• Bonus eligibility based on company profitability
• After 90 Days:
  • 12-15 Holidays per year
  • Unlimited Vacation Policy
  • Continuing education budget consistent with the role

Common Tasks

• Manage office reception and client service
• Maintain the office in an orderly condition
• Prepare and service meeting spaces
• Attend internal meetings, take notes, and assign tasks
• Basic financial plan data entry and client material preparation
• Answer basic questions for clients and forward client requests
• Complete basic client account paperwork
• Interface with custodial firms to obtain information or convey service requests
• Maintain information in the Client Relationship Management System
• Generate reports
• Broadcast client communications including digital newsletters, blog posts, and holiday mailings

Minimum Qualifications

• High School Diploma OR 1 Year of Relevant Work History
• Strong verbal and written English communication skills
• Professional and personable demeanor
• Strong organizational skills and attention to detail
• Ability to handle confidential information appropriately
• Comfort learning new technology and business systems
• Ability to work independently and follow through on assigned tasks
• Proficiency with basic computer applications
• Able to lift and carry up to 15 lbs

Preferred Qualifications

• Upbeat and personable
• Prior experience in finance, retail, reception, hospitality, and/or food service a plus.
• Proficient with basic MacOS, and Microsoft Office Software, including:
  • Word
  • Excel
  • Outlook
• Interest or background in financial services as a career path

Hiring Process

Each step after the first should be considered as if moving forward. If you have submitted an application, we will always provide positive confirmation that you are moving forward or have been declined at a certain stage. Below are the steps of the hiring process, all of which may be extended for the ideal candidate:

1. Submit your application between October 1^st – October 12^th
2. Complete a Kolbe A Connotative Work Assessment
3. Interview with the Executive Planners NC team October 20^th – 22^nd
4. Tentative offer extended, background check performed
5. Offer made and accepted no later than November 4^th

Start Date: November 15^th – December 15^th

About Executive Planners NC

 Executive Planners NC is a financial planning and wealth management firm serving individuals and families with personalized retirement, investment, and financial planning strategies. We believe that taking care of the finances gives our clients the freedom and confidence to pursue the life they want to live. As a growing firm, we value personal relationships, professionalism, teamwork, and creating a welcoming experience for both our clients and our team.