Overview
Principal Administrative Assistant Jobs in Monroe, NC at Union Academy Charter School
Job Summary
We are seeking a full-time Executive Administrative Assistant to support one of the Commonwealth Financial Group’s premier advisor teams. This is an ideal position for someone with 2-4 years of relevant work experience. The candidate will work cohesively with our team to assist both Advisors.
Optimal Candidate
Someone who is looking for growth and genuinely wants to be an impact player. A team-oriented player that possesses a strong internal drive and commitment to excellence. Enjoys the prospect of helping others in meaningful ways. Wants to be part of a winning culture and support a truly passionate organization that is strongly committed to growth and continual improvement.
Key Job Functions
Responsibilities include, but are not limited to:
· Calendar Management for Advisors
· Email/Outlook Organization
· Maintain up to date tracking of all client onboarding workflows and client records in CRM
· Client Correspondence & Service
· Process and sort incoming and outgoing mail and packages
· Paper and Electronic Filing
· Meeting Preparation
· Assist a growing support team to ensure proper execution of business strategy
· Identify areas for improved efficiencies in all the above key job functions
Job Requirements
Requirements
· Excellent written and verbal communication skills required.
· Strong interpersonal and client servicing skills required.
· Bachelor’s degree in business or related studies preferred.
· 2-4 years of prior sales support experience preferred.
· Financial Services industry experience preferred.
Skills
· Strong initiative, with high degree of organizational skills and attention to detail.
· Excellent time management; must have the ability to prioritize and handle multiple projects/tasks.
· Must excel in an ultra-fast paced environment.
· Ability to take direction
· Must be technologically savvy, efficient with Microsoft Office and CRM software
· Must be a genuine problem solver, with the ability to comfortably operate autonomously.
Job Snapshot
Employment Type Full-Time
Job Type Operations
Education Associates
Experience 2-4 years required
Manages Others No
Industry Financial Services
Required Travel Minimal Local Travel Required
Compensation Based on Previous Experience
Benefits Package Life, Disability, Health, Dental, Volunteer Paid-Time Off, Summer Hours, Matching Retirement Plan & Profit-Sharing Bonus Eligibility
Professional Development Sponsored for Continuing Education & Designations
Salary Range $55,000-$65,000
Location Remote from MA or NH
Equal employment opportunity
We are an equal opportunity employer and values diversity at his firm. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Hiring Alert
We will never ask job candidates to pay any fee, make cash or check advancements, cash checks, invest in any product or service, or provide information such as credit card numbers or banking PINs as part of our hiring process.
If you are contacted by anyone asking for the information outlined above, it is likely fraudulent. If you have any concerns about the veracity of a request, don’t hesitate to contact us to verify its legitimacy.
Job Type: Full-time
Pay: $55,000.00 – $65,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance
Schedule:
Monday to Friday
Work Location: Hybrid remote in Bedford, NH 03110
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Title: Principal Administrative Assistant
Company: Union Academy Charter School
Location: Monroe, NC
