Top 2360 Administrative services 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
School-Based Clinical Lead (Part-Time)
The Jenkins Creative Counseling Center, PLLC —Charlotte, NC
- $50 - $55 an hour
- Part-time
- Hybrid work
- School experience
- LMFT
- Licensed Clinical Social Worker
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —Charlotte, NC
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
9d
Compliance Analyst
Linden Thomas & Company —Charlotte, NC
- Full-time
- Microsoft Excel
- Office
- Finance
Quick Apply
Trading Desk Representative
Tradier —Charlotte, NC
- $65,000 - $70,000 a year
- Full-time
- Spanish
- Computer literacy
- English
- Relocation assistance
- Health 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
Scheduler - Home Health University City FT Days
Atrium Health —Charlotte, NC
- $20.80 - $31.20 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Paid parental leave
- Disability insurance
15h
Part-Time Operations Scheduling Coordinator
State Building Services —Charlotte, NC
- $25 - $28 an hour
- Part-time
- Hybrid work
- Pass drug screening
- Mid-level
- Administrative experience
- Flexible schedule
Quick Apply
2d
Administrative Assistant
Speedway Motorsports —Harrisburg, NC
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Administrative Assistant III
Corning —Charlotte, NC
- $68,393 - $94,041 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid parental leave
- Disability insurance
4d
Patient Services Coordinator
SynergenX Health Holdings LLC —Pineville, NC
- Full-time
- Computer literacy
- Administrative experience
- High school diploma or GED
- Paid training
- Disability insurance
Quick Apply
Customer Service Representative - Charlotte
VORTEX INDUSTRIES, LLC —Charlotte, NC
- $22.75 - $29.00 an hour
- Full-time
- Ability to walk for extended periods
- Administrative experience
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
10d
Customer Service Representative
ATC Healthcare —Charlotte, NC
- $24.23 - $29.18 an hour
- Full-time
- Google Workspace
- Microsoft Outlook
- Computer literacy
Quick Apply
Administrative Assistant
Carolina Oncology Specialists —Charlotte, NC
- Full-time
- Medical office experience
- HIPAA
- Office
Quick Apply
11d
Program Coordinator I
State of North Carolina - Department of Transportation —Mecklenburg County, NC
- $39 an hour
- Full-time
- Office
- Databases
- Administrative experience
2d
Administrative Assistant
ECPI University LLC —Charlotte, NC
- $17 - $22 an hour
- Microsoft Outlook
- High school diploma or GED
- University
Quick Apply
4d
Macro Desk - Administrative Assistant
U.S. Bank National Association —Charlotte, NC
- $22.50 - $30.00 an hour
- Full-time
- 5 years
- Writing skills
- Mid-level
- Paid holidays
- Disability insurance
8d
Patient Services Specialist-Atrium Health Steele Creek Internal Medicine
Atrium Health —Charlotte, NC
- $19.80 - $29.70 an hour
- Full-time
- Internal Medicine
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
15h
Seasonal Administrative Assistant | Charlotte, NC
Samaritan's Purse —Charlotte, NC
- Full-time
- 18 years or older
- Microsoft Excel
- Office
Patient Services Coordinator III
Novant Health —Charlotte, NC
- Medical office experience
- Mid-level
- Administrative experience
1d

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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
Investment account customer support
Organizational skills
Financial services
CRM system proficiency
Productivity software
Account management
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 services jobs in charlotte nc

Operations/Administrative Specialist

School-Based Clinical Lead (Part-Time)

Client Administrative Manager

Compliance Analyst

Trading Desk Representative

Administrative Assistant

Scheduler - Home Health University City FT Days

Part-Time Operations Scheduling Coordinator

Administrative Assistant

Administrative Assistant III

Patient Services Coordinator

Customer Service Representative - Charlotte

Customer Service Representative

Administrative Assistant

Program Coordinator I

Administrative Assistant

Macro Desk - Administrative Assistant

Patient Services Specialist-Atrium Health Steele Creek Internal Medicine

Seasonal Administrative Assistant | Charlotte, NC

Patient Services Coordinator III

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

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