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Tag: Job Opening

We’re Hiring! Administrative Assistant Opening in Dothan, AL

The following position description contains representative examples of work that will be performed in positions allocated to this classification. It is not required that any position perform all the duties listed, so long as primary responsibilities are consistent with the work as described. Roles and responsibilities can often be expanded to accommodate changing business conditions and goals, as well as to tap into the skills and talents of the individuals in the company. Accordingly, associates may be asked to perform duties that are outside the specific functions that are listed.

Please include a cover letter stating why you would be a good fit for this position and for CapSouth Wealth Management. Also, please describe your three most defining characteristics or attributes.

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 embody our core values.  They will have extremely high integrity, accountability, and respect for others.  They will be driven to continuously improve.  They will also pursue balance in their life while seeking to find joy and add joy to the lives of those they serve.  We offer competitive pay, great benefits, and potential for growth.  

I. MISSION

The Administrative Assistant will be responsible for various administrative functions within the Central Services division of CapSouth Wealth Management.  This position requires high detail-oriented and organizational skills.  The duties will vary widely from bookkeeping, to account opening and maintenance, to pulling data for reports.  This position is not end-client facing but will require good relationship skills internally with other team members, as well as the ability to provide customer support to each local advisory office. 

II. ESSENTIAL RESPONSIBILITIES

  • Bookkeeping assistance through scanning and entering bills, recording receipts, and depositing funds
  • Operational support through the creation of paperwork and processing with minimal errors
  • Establish and maintain positive relationships with team members to ensure client satisfaction
  • Constantly seek for ways to improve operations
  • Support firm-level strategic initiatives
  • Other operational support as required by the Chief Operating Officer

III. POSITION SPECIFICATIONS

Experience and Education:

  • 3-5 years working in administrative functions
  • Bookkeeping experience preferred, especially QuickBooks experience
  • No degree required, though a bachelor’s degree is a plus
  • Ideally have completed some coursework in accounting and/or bookkeeping

Skills and Knowledge:

  • Demonstrates analytical ability, good judgment, problem solving, responsibility, personal integrity, and able to maintain confidential information daily
  • Computer literate and proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook)
  • The ability to export reports and format within Excel, including basic excel functions
  • Ability to work efficiently, effectively, and independently to see projects through to conclusion
  • Excellent time management, organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
  • Ability to comprehend a chart of accounts and basic debit and credit transactions

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

To apply: Email resume to karmstrong@capsouthpartners.com

Investment advisory services offered through CapSouth Partners, Inc., an independent Registered Investment Advisor, dba CapSouth Wealth Management. www.capsouthwm.com

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

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