Administrative Support

GreenWealth is seeking an extraordinary Administrative Support to join our firm and help service/continue to grow our client base in Greeneville, TN. As a Administrative Support, you will work side by side with a team of experienced financial advisors to help clients meet their financial goals.

The Administrative Support will be responsible for providing administrative and operational support to financial advisors in a fast-paced financial planning office. At Greenwealth, you can become part of a team in an environment where you can learn new skills, help people, and make a significant contribution to the team without the typical pressure from sales or prospecting activities.

The Administrative Support will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.

Responsibilities

• Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service
• Interact with clients in person and over the phone
• Prepare and review new account paperwork
• Facilitate and resolve client service requests
• Apply a working knowledge of operations/client-service processes
• Work independently, effectively, and efficiently
• Ensure paperwork is prepared and provided for all client meetings
• Handle confidential and/or sensitive information responsibly
• Maintain admin functions of the office such as office supplies and mail
• Perform other duties as assigned

Required Experience/Skills

• Detail oriented and able to work in a fast-paced environment
• Committed to providing exceptional customer service
• High degree of comfort managing multiple tasks simultaneously
• Strong character and a positive attitude
• Proficient with Microsoft Office—especially Excel

Preferred Experience

• Experience with CRM systems

Benefits

Retirement match 3%

PTO

Flexible Work Schedule

Benefits start after 90 days

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law and are subject to a criminal check, credit background check, and fingerprint as is required for this role.

Job Type: Part-time

Pay: From $15.00 per hour

Expected hours: 25 per week

Schedule:

• Monday to Friday

Ability to Relocate:

• Greeneville, TN 37745: Relocate before starting work (Required)

Work Location: In person