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Wealth Management Administrative Assistant
3 Legacy Park Rd Greenville, SC 29607 US
Job Description
Salary: $55-70k
What is your perfect fit?
- Do you desire to work in a boutique wealth management firm with shared goals?
- Would you love to work for a firm that fosters growth where you can work alongside seasoned mentors?
- Would you like the option to stay in the administrative role or grow into an advisor?
What your future day will look like:
- Provide customer service and administrative support to a small boutique wealth management team.
- Manage client data in multiple systems
- Handle client requests with understanding of wealth management, brokerage, insurance and annuities
- Prepare client meeting review packets
- Serve as the backup for answering phone
- Help plan and execute firm events
Benefits Offered:
- Pension plan
- 2 weeks PTO
- 401k with 3% contribution and profit sharing
- Holiday Pay
Type: Direct Hire
To be a champion in this role, you will need:
- Good personal credit and clean background check
- Desire to serve clients
- 2+ years of experience in the wealth management industry
- Series 7 and 66 a plus!
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 will review your experience and skills. You will then hear back quickly with the next steps.
If you have already spoken with Godshall, please reach out to your recruiter. We will happily update your file and make sure we are considering you for all roles your experience and skills are 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.
Meet Your Recruiter
Cathy Boggs
Recruiter
Cathy is a Greenville native who graduated from Clemson with a BS in Business Management. After working for 3 years for Babies R Us in both human resources and inventory control management roles, she joined Godshall in 1999 as a Recruiter and Staffing Specialist. Her primary recruiting focus is in banking, accounting, human resources, legal and administrative placements. She is involved in St. Francis Forum, NALS, Covenant United Methodist Church and Northwood Little League. This breast cancer survivor lives life the fullest by cheering on her two boys in baseball, watching her alma mater play every Saturday during the fall, and splurging on an occasional bowl of Cinnamon Toast Crunch.
