LifeTime Asset & Tax Management is a comprehensive wealth management service firm with a full-service tax department in our Raleigh headquarters. This position offers exceptional career and advancement opportunities. Our firm will provide a friendly and supportive work environment with competitive compensation and benefits.
Open Position: Office Administrator
Job responsibilities:
- Manage overall office space organization and appearance
- Answer phones in a professional and courteous manner
- Process mail and accept deliveries
- Greet clients in a friendly manner
- Prepare conference rooms for client meetings
- Manage client meeting calendar and conference room reservations
- Assist tax department with tax document collection and tax return packet distribution
- Package and mail client birthday cards and gifts
- Update client address & phone number changes in multiple systems
- Handle special projects as needed
Requisite qualifications:
- Associates or Bachelor’s degree or equivalent experience in Office Administration
Required experience:
- 1-3 years’ experience in office administration
- Sales experience and knowledge of the financial and tax industry a plus
- Strong social skills and the ability to deliver highly personalized service to each client
- Thrive in a compliance driven, dynamic and deadline driven environment
- Ability to think creatively and be comfortable making decisions
- Superior organization skills
- Proficient in MS Word, Excel and Power Point
- Experience with SalesForce CRM system a plus
Job Type: Full-time
Click here to see the full job description and details.
If interested, please email your resume, cover letter and compensation requirements for consideration to kim@lifetimeasset.com. EOE.