Top 329 Administrative assistant Jobs in Charlotte, Nc

Operations/Administrative Specialist
Linden Thomas & Company —Charlotte, NC
- 8 hour shift
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Communications Assistant
Meridian Technology Solutions, Inc. —Charlotte, NC
- $25 - $31 an hour
- Contract
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant
MUFG —Charlotte, NC
- $30 - $33 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
13d
Administrative Assistant
City of Charlotte —Charlotte, NC
- $24.00 - $34.30 an hour
- Online Application
- Background check
- Microsoft Excel
- Microsoft Outlook
10d
Administrative Assistant
Maersk —Charlotte, NC
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Organizational skills
- Health insurance
- Paid time off
Senior Administrative Assistant
TIAA —Charlotte, NC
- $29.13 - $43.46 an hour
- Online Application
- 5 years
- Mid-level
- Office
Administrative Assistant
Elliott Electric Supply —Charlotte, NC
- Full-time
- Writing skills
- Office
- High school diploma or GED
Office Administrative Assistant
Flooring Charlotte Center —Charlotte, NC
- $20 - $22 an hour
- Full-time
- Bilingual
- Google Workspace
- Computer literacy
- Referral program
Quick Apply
2d
Administrative Assistant
Synchrony Pharmacy - Charlotte —Charlotte, NC
- From $20 an hour
- Full-time
- Office
- High school diploma or GED
- Travel
- Loan repayment program
- Health insurance
Administrative Support Associate
UNC Charlotte —Charlotte, NC
- $35,212 - $48,417 a year
- Full-time
- Google Workspace
- Microsoft Excel
- Office
6h
Administrative Specialist I
State of North Carolina - Department of Labor —Mecklenburg County, NC
- $39,244 - $68,679 a year
- Full-time
- Microsoft Word
- Background check
- Spanish
Office Clerk
Shik Innovation Group —Charlotte, NC
- $3,775 - $4,500 a month
- Full-time
- Office
- High school diploma or GED
- Communication skills
Quick Apply
6d
Customer Service Representative
EMG National —Charlotte, NC
- $22.63 - $27.25 an hour
- Full-time
- Bilingual
- Google Workspace
- Microsoft Outlook
Quick Apply
Administrative Coordinator
Carolina Youth Coalition —Charlotte, NC
- $22 - $24 an hour
- Full-time
- Spanish
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
8d
Administrative Assistant
Asahi Kasei —Charlotte, NC
- $21.75 - $29.43 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Office Facilities - Administrative Assistant
Empire Communities —Charlotte, NC
- Full-time
- Office
- Microsoft Office
- Administrative experience
- 401(k)
Quick Apply
10d
ADMINISTRATIVE ASSISTANT (FULL TIME)
SSC —Charlotte, NC
- $18 - $20 an hour
- Urgently hiring
- Background check
- Administrative experience
- University
- Disability insurance
- Health insurance
Quick Apply
Administrative Assistant
Speedway Motorsports —Harrisburg, NC
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Front Desk Administrative Assistant
Harkey Tile & Stone —Charlotte, NC
- From $19 an hour
- Overtime
- Office
- Administrative experience
- In-person
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant
Brock Cabinets, Inc —Charlotte, NC
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Paid holidays
- Health insurance

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Operations/Administrative Specialist

Linden Thomas & Company -
Charlotte, NC

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Life insurance

Qualifications

Financial operations
Managing customer accounts
Phone communication
Managing clients in a customer support role
Client database systems
Attention to detail
Client services experience
Investment account customer support
Organizational skills
Financial services
CRM system proficiency
Productivity software
Account management experience
Account opening
Office phone management

Full Job Description

Location: Charlotte, NC
Job Type: Full-Time

Position Overview

A rapidly growing independent wealth management firm is seeking a highly organized and detail-oriented Operations & Administrative Specialist to join our team. This position plays a critical role in supporting both operational and administrative functions of the firm while delivering exceptional service to our high-net-worth clients.

The ideal candidate will possess strong operational experience within the wealth management industry, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment. This individual will work closely with advisors, operations personnel, and clients to ensure an exceptional client experience and efficient day-to-day business operations.

Key Responsibilities

Operations Support

Process new account openings, account maintenance requests, and account transfers.
Coordinate funds disbursements and other client account transactions.
Maintain accurate client records and update CRM systems regularly.
Assist with client reporting, portfolio allocation reviews, and retirement review preparation.
Support client education initiatives and service requests.
Coordinate client mailings, document processing, and record retention.
Work closely with custodians and third-party providers to resolve account-related issues.
Ensure all operational activities are completed accurately and in accordance with firm policies and industry regulations.

Administrative & Client Service Support

Answer incoming telephone calls and direct inquiries appropriately.
Serve as a primary point of contact for clients, providing professional and timely assistance.
Communicate regularly with clients regarding account requests, documentation needs, and follow-up items.
Schedule client meetings and maintain advisor calendars.
Prepare meeting materials, correspondence, and client communications.
Greet clients and visitors while maintaining a professional office environment.
Manage incoming and outgoing mail, packages, and office correspondence.
Assist with general office administration and special projects as needed.
Maintain exceptional phone etiquette and written communication standards.

Qualifications

Required

Bachelor's degree preferred; Associate degree considered with relevant experience.
3-6+ years of wealth management, financial services, or investment industry experience.
Strong understanding of brokerage and advisory account operations.
Experience with account opening, transfers, client service, and CRM management.
Exceptional verbal and written communication skills.
Professional phone etiquette and client-facing experience.
Strong organizational skills with the ability to manage multiple priorities and deadlines.
Ability to work independently while maintaining a high level of accuracy.
Demonstrated ability to effectively manage multiple priorities, deadlines, and client requests while maintaining a high level of accuracy and attention to detail.
Proficiency in Microsoft Office and CRM software.

Preferred

Series 7 License.
Experience working with high-net-worth individuals and families.
Familiarity with financial planning and retirement review processes.

Benefits

Competitive compensation package
401(k)
Health insurance
Dental insurance
Vision insurance
Life insurance
Paid time off
Paid parking

Schedule

Monday through Friday
Day shift
8-hour shift
In-office position (no remote work)
Breakfast and lunch provided

Job Type: Full-time

Ability to Commute:

Charlotte, NC 28202 (Preferred)

Ability to Relocate:

Charlotte, NC 28202: Relocate before starting work (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

administrative assistant jobs in charlotte, nc

Operations/Administrative Specialist

Communications Assistant

Administrative Assistant

Administrative Assistant

Administrative Assistant

Senior Administrative Assistant

Administrative Assistant

Office Administrative Assistant

Administrative Assistant

Administrative Support Associate

Administrative Specialist I

Office Clerk

Customer Service Representative

Administrative Coordinator

Administrative Assistant

Office Facilities - Administrative Assistant

ADMINISTRATIVE ASSISTANT (FULL TIME)

Administrative Assistant

Front Desk Administrative Assistant

Administrative Assistant

I want to receive the latest job alert for administrative assistant in charlotte, nc

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