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