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Administrative Assistant Position Opening

Administrative Assistant opening with a fast-paced wealth management company

 

CapSouth Wealth Management is a growing Wealth Management company in Dothan, Alabama, with offices in 2 other states, and actively looking to expand.  We are currently looking for an individual who gets excited about taking on challenges and can multitask in a high-demand and fast-paced environment.  The right individual will also embody our core values and thrive on working with a team.  We offer competitive pay, great benefits, and opportunity for growth.

 

Administrative Assistants are responsible for the overall management of the office environment.  This position requires high detail-oriented and organizational skills.  In a local office, this position will be relied upon to keep the office functioning at a high level of efficiency and be available to assist all personnel in the office on an as needed basis.  Administrative Assistants should have at least 2 years’ experience in administrative and/or office management positions, or a related degree from a four-year university.

 

Responsibilities include but are not limited to:

  • Welcome clients and guests as they come into the office with personalized greetings
  • Participate in client meetings by taking and posting follow up notes and tasks
  • Answer incoming calls, both internally and externally, in a warm, pleasant, and professional manner
  • Responsible for all local office paperwork preparation and processing with minimal mistakes
  • Manage and oversee the cleaning, landscape, grounds, and other maintenance contracts and work
  • Track, purchase, stock and maintain office supplies and storage

 

Requirements

  • Minimum of two years of college or post high school education (financial background a plus)
  • Must be efficient in Microsoft Word and Excel
  • Excellent verbal and written communication skills
  • Excellent client service and interpersonal skills
  • Ability to manage and protect highly sensitive information in a discreet fashion
  • Detail oriented and very organized
  • Bookkeeping experience

 

Benefits include:

  • Off every Friday at 1 pm
  • 401k plan with match, non-elective contribution, and potential for profit-sharing contributions
  • 10.5 annual holidays
  • Paid time off starting at 8 days the first year, increasing to 13 days in year two
  • Great medical benefits (partially subsidized by the company), along with the option to add a supplemental medical coverage, dental, vision, long-term disability, life, and voluntary life.

 

Email resumes to: karmstrong@capsouthpartners.com

 

Fax resumes to:  334.673.8625

 

Drop off resumes to Amy Kennedy:

CapSouth Wealth Management

2216 West Main Street

Dothan, AL  36301

Administrative Assistant, Financial Industry, Job Opening, We're Hiring, Wealth Management

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