Overview
Clayton Homes Administrative Assistant – Hendersonville, NC Jobs in Hendersonville, NC at Clayton Careers
Receptionist/Administrative Assistant
Position Overview
The Kelton Financial Group is looking for a highly motivated extremely talented team player to join our team. We currently manage over $1B in assets and have a national presence with clients in 38 states.
This position supports the firm advisors and staff in providing dedicated and personalized service to all our clients. The tasks required by this assignment will present exposure to the many aspects of the financial planning and investment advisory processes. There is a high level of commitment from the entire team to provide you with the mentoring required for your success in this position, but you must have the interpersonal skills, communication skills, analytical skills, self-motivation, and enthusiasm to excel.
As a client service associate, you will be responsible for providing operational support to one or more financial advisors and the clients of the firm. Your responsibilities will include assisting clients, researching problems, processing account forms, maintaining account records, and preparing client correspondence and reports. You will be working in a fast paced, professional environment, while partnering and supporting the financial advisors to maintain and build new client relationships. Computer and technology skills are essential, with the ability to quickly learn new software.
Key Areas of Responsibility Include But Are Not Limited To:
Managing our Customer Relationship Management (CRM) system
Processing Incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning
Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones
Managing Travel & Expenses, including making travel arrangements and processing expenses for team members
Maintaining and ordering office supplies
Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer service
Key Qualifications:
Proficiency in Word, Excel, PowerPoint and Outlook required
A minimum of 2-5 years of work experience in a professional corporate environment
New graduates who have a desire to be in the financial services industry are also encouraged to apply
Strong written and verbal communication skills
Bachelor’s Degree preferred but not required
Enjoy working in a team environment
Ability to multi-task and work in a fast paced environment
Interest in the financial services industry
Possess critical thinking skills and good judgment
Display personal pride in work, always striving to do your best
Choose to always operate with integrity and transparency
Benefits:
· Competitive compensation and benefits
· 401(k) plan
· Health and dental insurance
· Other types of insurance
· Professional, career growth, team oriented, and enjoyable work environment
Job Type: Full-time
Job Type: Full-time
Pay: $40,000.00 – $55,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
Schedule:
Monday to Friday
Education:
Bachelor’s (Preferred)
Experience:
Client Service: 2 years (Preferred)
Ability to Relocate:
Latham, NY 12110: Relocate before starting work (Required)
Work Location: In person
Title: Clayton Homes Administrative Assistant – Hendersonville, NC
Company: Clayton Careers
Location: Hendersonville, NC
