Administrative Assistant
Arbor Wealth
Raleigh, NC US
Posted ago
Arbor Wealth

Our growing firm is looking for an energetic person to provide support to the Arbor Team. This person will be intricate to the atmosphere and success of each client interaction. In addition to providing a white glove experience, this applicant should also have good relationship-building skills since part of the job will be to help maintain a positive atmosphere for clients and advisors. This job will include:

  • 5-10% wage increases each year
  • PTO plus 12 holidays each year
  • Retirement Plan with matching
  • Mentored career path within the company

Responsibilities

  • Greet and manage the clients' experience as they interact with Arbor Wealth
  • Answer phones and direct calls to the appropriate individual
  • Manage the flow of business and service related inquiries
  • Creating an atmosphere for successful client meetings
  • Help with event planning for client and staff experiences
  • Provide support to the advisors of Arbor

Qualifications

  • No licenses or specific education required.
  • Must be good with computers and basic knowledge of Microsoft applications
  • Basic understanding of Microsoft Office
  • Pleasant with good people skills
  • Enjoy being part of a team
  • Energetic, creative, and outgoing

Compensation
$35,000 - $40,000
About Arbor Wealth

Arbor Wealth is a small wealth management firm that focuses on educating its clients to make sound financial decisions that will impact their families and businesses in a positive way. We strive to make the overall experience with our firm exceptional for both our clients and our team. If you are looking to join a company that has great training, a family culture, and plenty of long-term growth opportunities, Arbor may be an outstanding fit for you.

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