Top 493 Assistant operations 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
Executive Assistant
Taylor Law PLLC —Belmont, NC
- $60,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Travel
- Health insurance
- Paid time off
Quick Apply
Assistant General Manager
Lucky Dog Bark & Brew Charlotte —Charlotte, NC
- $18 - $21 an hour
- Full-time
- Mid-level
- Administrative experience
- Supervising experience
- Health insurance
- Dental insurance
Quick Apply
8d
Administrative Assistant
MUFG —Charlotte, NC
- $30 - $33 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Operations Assistant - Skyla Amphitheatre
Live Nation —Charlotte, NC
- Part-time
- Assembly
- Organizational skills
- Fair chance
- Health savings account
- Paid holidays
Logistics Office Assistant
Kamps Pallets —Charlotte, NC
- $22 - $24 an hour
- Part-time
- Spanish
- Customer service
- English
- Health insurance
- Dental insurance
Quick Apply
12d
Marketing Operations Assistant (Part-Time)
Hornets Basketball, LLC —Charlotte, NC
- Part-time
- Microsoft Excel
- Marketing
- Ability to lift 50 pounds
Quick Apply
4d
Part-Time Branch Operations Assistant
Robert W. Baird —Charlotte, NC
- Part-time
- Microsoft Excel
- Office
- Administrative experience
Office Coordinator
Pasadena Villa Outpatient Center —Charlotte, NC
- Full-time
- HIPAA
- Residential
- Administrative experience
- Health savings account
- AD&D insurance
Quick Apply
14d
Assistant Property Manager
Weinstein Properties —Charlotte, NC
- From $21 an hour
- Full-time
- Writing skills
- No experience needed
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
11d
Office Administrative Assistant
Flooring Charlotte Center —Charlotte, NC
- $20 - $22 an hour
- Full-time
- Bilingual
- Google Workspace
- Computer literacy
- Referral program
Quick Apply
Legal Assistant
Parker Poe Adams & Bernstein LLP —Charlotte, NC
- Overtime
- Databases
- Administrative experience
- Business development
Administrative Operations Coordinator
Harmon Construction Services —Charlotte, NC
- $45,000 - $60,000 a year
- Full-time
- Microsoft Word
- Spanish
- Microsoft Outlook
- Health savings account
- Paid holidays
Quick Apply
8d
Operations Assistant
Enviroclean Waste Solutions —Charlotte, NC
- Part-time
- Computer literacy
- Mid-level
- Office
Administrative Assistant - Corporate Division
Trifecta Services Company —Charlotte, NC
- Full-time
- Computer literacy
- Office
- Driver's License
Quick Apply
Assistant Property Manager
Morgan Properties —Charlotte, NC
- $23 - $24 an hour
- Full-time
- Clean driving record
- Sales
- Mid-level
- AD&D insurance
- Paid holidays
Executive Assistant
Johnson Environmental —Charlotte, NC
- $51,992.97 - $62,615.19 a year
- Full-time
- Hybrid work
- Google Workspace
- Microsoft Outlook
- Computer literacy
- Health insurance
- Retirement plan
Quick Apply
1d
Assistant Community Manager
Related —Charlotte, NC
- $24 - $25 an hour
- Full-time
- Mid-level
- Communication skills
- Marketing
- Health savings account
- AD&D insurance
Administrative Assistant
Brock Cabinets, Inc —Charlotte, NC
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Paid holidays
- Health insurance
Executive Assistant
Tycoon Asphalt —Charlotte, NC
- $54,077.64 - $65,125.76 a year
- Full-time
- Hybrid work
- Google Workspace
- Mid-level
- Office
- Opportunities for advancement
Quick Apply
2d

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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

assistant operations jobs in charlotte nc

Operations/Administrative Specialist

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Marketing Operations Assistant (Part-Time)

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Assistant Property Manager

Office Administrative Assistant

Legal Assistant

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Operations Assistant

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