Questions? 1-888-481-3375

Financial Services Administrator

Charlotte, NC

Apply Now


TYPE: Direct Hire, Full Time

WHY THIS COMPANY:  Our client is a boutique financial advising group, with a unique approach and custom-tailored plans. You would work with a team of diverse professionals, who are considered experts in their individual fields. The friendly, small office atmosphere allows for a positive work environment. Our client is growing quickly, expanding their services and areas of expertise.


  • Manage C level executive’s calendars, agendas, and daily priorities
  • Will run personal errands as requested
  • Manage and coordinate 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

Job Requirements


  • Associates degree, bachelors preferred  
  • 5 plus years of administrative experience ideally working in financial services
  • 3 plus years working as an Executive Assistant
  • NC life insurance license strongly preferred
  • Previous experience with Redtail CRM is preferred
  • Series 65/ Series 66 a plus  
  • Strong organizational skills
  • Excellent communication skills, both verbal and written



Apply Now