Skip to main content

Category: Life

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

To Catch an Identity Thief

 

Many Americans have taken steps in recent years to protect their personal information, but savvy cybercrooks have overcome some of those defenses. A 2018 Javelin Research report found identity theft hit an all-time high in 2017, affecting an estimated 16.7 million consumers. For the first time, Social Security numbers were compromised more frequently than credit card numbers.[i]

 

If you have not taken measures to protect yourself, it may be a good idea to consider your options.

 

Here are four basic steps you can take to help protect against identity theft. These steps are represented by the acronym SCAM.

 

  1. Be Stingy when giving out your personal information. Make sure the person requesting the information is on a “need-to-know” basis. For example, someone who claims to be calling from your bank does not need to know your mother’s maiden name if it is already on file with the bank.

 

  1. Check your financial information periodically. If you get hard-copy credit card or bank statements mailed to you, consider keeping these documents in a safe, secure location. Be skeptical if it appears the financial institution missed a month. Identity thieves may try to change the address on your accounts to keep their actions hidden from you for as long as possible.

 

  1. From time to time, ask for a copy of your credit report. This report shows bank and financial accounts in your name and may help provide evidence if someone has used your name to open another account. To obtain a report, contact any of the three major credit bureaus: Equifax, Experian, or TransUnion.

 

  1. Maintain good records of your financial accounts and obligations. Retain your monthly bank and credit card statements, either in hard-copy or digital form. Easy access to this information may make it easier to dispute a transaction, especially if your signature has been forged.

 

Additionally, consider these steps. Think about guarding the information on your phone the way you protect the data on your computer: with security software, data encryption, and a password necessary for basic access. You could also choose two-factor authentication at the websites of the retailers you frequent most; this potentially gives you the same degree of protection you would get with a brokerage or bank account. You could also elect to freeze your credit report at the major credit bureaus, for a small fee.1

 

If your identity is stolen, you may face not only out-of-pocket financial loss, but the additional cost of trying to restore your good name. Help protect yourself by using caution when sharing your personal information and keeping an eye out for warning signs.

 

To learn more about CapSouth Wealth Management, visit www.capsouthwm.com.

 

Investment advisory services are offered through CapSouth Partners, Inc., dba CapSouth Wealth Management, an independent registered Investment Advisory firm. Information provided by sources deemed to be reliable.  CapSouth does not guarantee the accuracy or completeness of the information.  This material has been prepared for planning purposes only and is not intended as specific tax or legal advice.  Tax and legal laws are often complex and frequently change.  Please consult your tax or legal advisor to discuss your specific situation before making any decisions that may have tax or legal consequences.

 

This article contains external links to third party content (content hosted on sites unaffiliated with CapSouth Partners). The policies and procedures governing these third-party sites may differ from those effective on the CapSouth company website, as outlined in these Disclaimers. As such, CapSouth makes no representations whatsoever regarding any third-party content/sites that may be accessible directly or indirectly from the CapSouth website. Linking to these third-party sites in no way implies an endorsement or affiliation of any kind between CapSouth and any third party, including legal authorization to use any trademark, trade name, logo, or copyrighted materials belonging to either entity.

[i] https://www.cbsnews.com/news/identity-theft-hits-record-high

 

 

Cyberattacks: Help Keep Your Electronic Financial Data Secure

These days, the majority of people have sensitive electronic financial data online. In fact, 72% of Americans mostly access their banking accounts online or through mobile apps, continuing a growing trend, which can equate to an increase in cyberattacks.[i]

 

As our lives become increasingly digital, so does our personal and sensitive information. If we don’t take precautions to protect our data, then we risk becoming victims of breaches and cyberattacks, which are on the rise. During the three months ending in June 2018, there were 765 million cyberattacks, affecting billions of people worldwide.[ii]

 

From your investment accounts to your tax details and beyond, these three tips may help better protect your electronic data:

 

  1. Strengthen your passwords.

An easily hackable password is like leaving a door locked with your key in it: You’re inviting someone to take advantage. To create a secure password, avoid using personal details (like your child’s name), words found in any dictionary, or the same password across various accounts.[iii]

 

  1. Use a Virtual Private Network (VPN).

VPNs help shield your identity, location, and data by routing your internet traffic through an encrypted, virtual tunnel. You can choose from a number of VPN apps for your computers and mobile phones. As a quickly growing method to safeguard data, VPNs are an easy way to help provide powerful protection.[iv]

 

  1. Encrypt browsing sessions.

Whenever you visit a URL that uses “HTTP,” you aren’t on a secure site. As another layer of protection, you can install browser plugins that turn unsecure websites into secure, encrypted connections via “HTTPS.”[v]

 

The Takeaway

While no one can completely remove the threats from storing electronic data, you can take steps to help better safeguard your sensitive information. These tips are a starting point for protecting your and your family’s security with minimal effort.

 

Visit www.capsouthwm.com for more information.

 

Investment advisory services are offered through CapSouth Partners, Inc., dba CapSouth Wealth Management, an independent registered Investment Advisory firm. Information provided by sources deemed to be reliable.  CapSouth does not guarantee the accuracy or completeness of the information.  This material has been prepared for planning purposes only and is not intended as specific tax or legal advice.  Tax and legal laws are often complex and frequently change.  Please consult your tax or legal advisor to discuss your specific situation before making any decisions that may have tax or legal consequences.

 

This article contains external links to third party content (content hosted on sites unaffiliated with CapSouth Partners). The policies and procedures governing these third-party sites may differ from those effective on the CapSouth company website, as outlined in these Disclaimers. As such, CapSouth makes no representations whatsoever regarding any third-party content/sites that may be accessible directly or indirectly from the CapSouth website. Linking to these third-party sites in no way implies an endorsement or affiliation of any kind between CapSouth and any third party, including legal authorization to use any trademark, trade name, logo, or copyrighted materials belonging to either entity.

[i] https://www.aba.com/Press/Pages/101618MCResults.aspx

[ii] https://www.usatoday.com/story/money/2018/12/28/data-breaches-2018-billions-hit-growing-number-cyberattacks/2413411002/

[iii] https://www.us-cert.gov/ncas/current-activity/2018/03/27/Creating-and-Managing-Strong-Passwords

[iv] https://www.pcmag.com/article/352757/you-need-a-vpn-and-heres-why

[v] https://www.wired.com/story/google-chrome-https-not-secure-label/

https://www.techworld.com/security/best-8-secure-browsers-3246550/

Help us keep you informed!

Let us do the work and keep you updated! Sign up for the CapSouth financial updates.

You have Successfully Subscribed!