Overview
Administrative Support Specialist Jobs in Memphis, TN at Plastic Surgery Group of Memphis
How to Apply
As a growing wealth management firm built for the next generation, we intend only to hire the best. If you think this career move is for you, please apply here: https://bulloakcapital.typeform.com/admin-assistant
What We’re Looking For
Attention to detail
Excellent communication and interpersonal skills
Strong problem-solving and analytical skills
A positive and enthusiastic attitude
Proven ability to deliver unwavering care to individuals and families
Experience in successfully managing external partner or vendor relationships
Prior experience in financial services is a plus
What You’ll Do
We want someone with the desire to do, and takes pride in doing a good job. Your primary responsibility will be to ensure that all operational tasks are in order and completed on time. Your responsibilities will include:
Ensure advisors are relieved of most administrative tasks so they can perform at their best every day
Route phone calls and voicemails promptly and efficiently
Maintain a clean, well-stocked, and organized office environment
Welcome clients and ensure they are comfortable and prepared for their meetings
Coordinate with clients on routine needs, including cash management and meeting scheduling
Collaborate with the Compliance Manager and CEO to ensure the firm remains fully compliant
Manage communication between advisors and CPA partners to facilitate seamless collaboration
Review CRM records for accuracy, proper formatting, and alignment with established templates
Process and document client check deposits with accuracy and proper record-keeping
What You Get
Part-Time: 20-hours per week
Schedule: 9am-2pm, Tue-Fri
Hourly Pay: $35
Pathway to full-time position/career
Start Date: Immediate
Job Type: Full-time
Pay: $35.00 per hour
Expected hours: 20 per week
Work Location: Hybrid remote in Rancho Santa Fe, CA 92091
Title: Administrative Support Specialist
Company: Plastic Surgery Group of Memphis
Location: Memphis, TN
