Overview
Staff Support Specialist I/II (Electric) Jobs in Greenville, NC at Greenville Utilities
Description:
Join the Orgel Wealth Management Team
Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations.
Orgel Wealth Management is seeking an Administrative Assistant dedicated to delivering exemplary client service. This role supports our Client Service Associates by performing a variety of administrative tasks, including scanning, filing, creating correspondence, assembling portfolios, scheduling meetings, answering phones, and fulfilling other administrative responsibilities as needed.
Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com.
Shared Values – At Orgel Wealth Management, our team believes in forming genuine relationships and serving clients with relentless excellence. We put clients first. Period.
Nationwide Reach – Currently, our team serves clients in 43 states with more than $8 billion in assets under management (as of September 30, 2024).
Experienced Team – Our credentialed team of 31 investment professionals (9 CFA® charterholders, and 10 CFP® certificants) is supported by client service, operations, and technology specialists.
Independence – By establishing an independent firm, we developed an organizational structure that allows for and supports employee ownership for multiple generations to come.
Rapid Growth – Since becoming an SEC-registered investment advisor in 2013, our assets under management have more than doubled and we have grown from 23 employees and 1 office to over 80 employees and 3 offices.
Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com.
Position Summary
The Administrative Assistant will perform a variety of administrative and clerical tasks to support the Client Service team. Responsibilities include assisting with daily office operations, providing general administrative support throughout the Altoona office, and ensuring the smooth execution of organizational activities.
Requirements:
Principal Duties and Responsibilities
Collaborate within a team environment to support Client Service Associates in delivering a pleasant and professional client experience.
Perform administrative tasks such as scanning, filing, and drafting correspondence to streamline client account servicing.
Anticipate administrative needs by preparing documents and ensuring all necessary materials are organized and accessible for Client Service Associates.
Answer calls, manage schedules, and assist with routine office operations to ensure efficient client interactions.
Accurately document and file communications, transactions, and activities related to client accounts, maintaining clear and organized records.
Assist in preparing and processing necessary paperwork to support Client Service Associates in completing client account transactions.
Understand and utilize the firm’s software systems effectively.
Always conduct oneself in accord with The Orgel Way and maintain the highest of standards of client confidentiality and organizational discretion.
Additional Skills Required
The Administrative Assistant must be able to:
Manage time effectively, set priorities, and meet deadlines
Maintain the highest level of confidentiality with respect to client and firm information
Understand and adhere to all firm policies and procedures
Exercise the highest level of professionalism in personal presentation, communication, and all interactions with clients and employees
Demonstrate high levels of integrity
Communicate effectively orally and in writing
Function well in a team environment by maintaining a positive, collaborative approach
Work independently with self-motivation
Leverage technology, including the Microsoft Office Suite, Practifi (Salesforce), Tamarac, and other software applications as necessary
Education and Experience Requirements
Required:
High school diploma
Minimum 3 years of office experience with emphasis on customer service
Preferred:
Associate or Bachelor’s degree in business administration
Experience in the financial industry
Acknowledgement
This description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or the organization may terminate employment at any time, for any reason. The achievement of any professional degree, designation, certification, or license should not be construed as a guarantee that a certain level of results or satisfaction will be experienced if Orgel Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.
Title: Staff Support Specialist I/II (Electric)
Company: Greenville Utilities
Location: Greenville, NC
