Job ID: 53166
Location: Greenville, South Carolina
Employment Type: Direct Hire
Last Updated: 0 days ago
Key Responsibilities
- Manage office administration, compliance tracking, and advisor licensing requirements
- Serve as the primary point of contact for clients, vendors, and building management
- Maintain business financial records and assist with bookkeeping functions using QuickBooks
- Coordinate technology systems, software platforms, office equipment, and vendor relationships
- Support marketing initiatives, website updates, client events, and communications
- Manage calendars, phone calls, filing systems, and client records
- Prepare reports, presentations, and client meeting materials
- Deliver exceptional customer service to clients and business partners
- Strong organizational skills and exceptional attention to detail
- Technology proficiency and ability to quickly learn new systems
- Professional, positive attitude with excellent communication skills
- Ability to manage multiple priorities independently
- Experience with administrative, accounting, or office management functions preferred
- Proficiency with Microsoft Office; QuickBooks experience is a plus
Benefits & Compensation
- $50-$60k
- Health benefits
- 401k
- PTO
