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Financial Services Office Administrator

Charlotte, NC

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Financial Services Office Administrator needed for expanding financial advising group. Ideal candidate must be able to work with a diverse team of professionals in a very busy office setting. Competitive salary with a solid benefit package.


  • Manage multiple calendars and agendas
  • Troubleshoot scheduling conflicts as they arise
  • Assist in marketing activities such as presentations, seminars and conferences
  • Answer and transfer phone calls
  • Schedule and organize client appointments, sales meetings, and office events
  • Write and distribute email, correspondence memos, letters, faxes and forms
  • Update and maintain office policies and procedures
  • Order office supplies and research new deals and suppliers
  • Assist with data entry of financial reports and tax returns
  • Other administrative tasks as assigned by the team of advisors and accountants

Job Requirements


  • 4+ years of administrative experience
  • Experience working within the financial services industry, insurance, CPA firms, Public Tax accounting firms, wealth management, or other related fields required
  • Previous experience with QuickBooks is preferred
  • High level of professionalism
  • Strong organizational skills
  • Excellent communication skills, both verbal and written
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