Administrative Assistant

Responsibilities

• Perform general administrative and support functions including maintaining files, preparing paperwork, and running reports
• Organize, coordinate, and maintain all client paperwork
• Correspond with clients to complete new accounts, asset transfers, and other forms
• Handle routine client account matters such as name/address changes and bank authorizations
• Research and resolve client service problems by contacting Home Office and Sponsor Companies
• Ensure office procedures are followed and record all transactions on appropriate logs

Requirements

• 1-3 years of Administrative Assistant and Customer Service experience
• Proficiency in typing (40-60 wpm)
• Ability to utilize G-Suite, CRM, and other cloud-based applications
• Strong organizational and multitasking skills
• Excellent oral and written communication skills
• Ability to maintain strict confidentiality

About the Company

the Masters Wealth Management Group focuses on retirement income strategies and wealth solutions, serving hundreds of clients in the local Eastern North Carolina community for over 40 years.