Search Jobs
Financial Administrative Assistant
501 E. Mcbee Avenue , Suite 101 Greenville, SC 29601 US
Job Description
Is this your perfect fit?
- Professional environment, positive culture
- Limited turnover
What your future day will look like:
- Coordinate office communications
- Process and edit client meeting notes
- Oversee meeting preparations
- Maintain advisor licensing requirements
- Track office supplies and order replacements
- Process client information changes and run CRM reports
- Scan documents and electronically file
- Assist with team event planning and organization
- This is a fully in-office position
Benefits:
- Health/Dental
- Retirement
- PTO
- Paid holidays
To be a champion in this role, you will need:
- Strong attention to detail and a high degree of accuracy
- Strong MS Office skills
- Professional oral and written communication skills
- Bachelor’s degree and experience in insurance or wealth management industry experience preferred.
We know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we ask that you give us 1-2 business days to review your experience and skills. You will then hear back from one of our recruiting professionals on your next step.
If you are checking in to see what types of roles we have, please consider reaching out to your recruiter instead. We will happily update your file and make sure we are considering you for all roles your experience is a perfect fit for!
Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.
Â
Meet Your Recruiter
Catherine Culler
Recruiter
Catherine Culler joined the Godshall recruiting team back in 2000. Graduating from Clemson University with a degree in marketing, she started her career as a District Manager for ADP before moving into pharmaceutical sales. She is heavily involved in the community serving as a member on the Women of St. Francis Foundation, South Carolina Upstate Paralegal Association, and actively involved at her church First Presbyterian. Catherine is a wife and mother to three children, a zealous runner, and a cycle instructor at the Caine Halter YMCA.