Skills
Office management
Microsoft Office
Administrative experience
Do you have experience in Office management?
Education
Bachelor's degree
Do you have a Bachelor's degree?
Job details
Here’s how the job details align with your profile.
Pay
From $36,000 a year
Job type
Full-time
Shift and schedule
10 hour shift
Monday to Friday
Location
Estimated commute
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Job address
1474 Columbia Highway North, Aiken, SC 29801
Benefits
Pulled from the full job description
401(k)
401(k) matching
Disability insurance
Life insurance
Paid time off
Full job description
Cola Wealth Advisors is seeking a dependable and motivated individual to oversee our Aiken, SC office. Said individual will be the primary point of contact for our Aiken branch, processing paperwork, and helping clients reach their financial goals.
This is a great opportunity for an individual with a burning desire to get ahead in a fast-paced business. Training opportunities to obtain knowledge and improve skills are offered daily. Individuals wishing to become a registered representative will be afforded the opportunity to do so under the guidance of successful representatives. Your drive, determination, and attitude are the only limits to your success. Starting salaries are negotiable with extensive experience or qualifications. A bonus package is available depending on experience, work performance and attitude. Successful applicants will typically work fifty (50) hours per week. Benefits include, but are not limited to, paid leave and holidays, 401K with matching, and commission free trades.
Management supports obtaining appropriate industry licenses and registrations to increase earnings potential. Experience in the finance, insurance or securities industry is highly desired. Drug testing and FBI background investigation will be conducted. Qualified applicants who are interested in being considered for this opportunity should submit a current resume.
Job description:
Opening, close, and maintain the office 6:45am for 7am open
Will be required to work 10 hour days Monday through Friday
Current client outreach
Attend local fly events
Field client questions
Printing, depositing, and recording checks
Follow compliance procedures
Scheduling and confirming client appointments
Processing new accounts
Processing operational paperwork
Coordinate client events
Copy, Fax, and type letters
Assisting multiple brokers in serving their clients
Benefits
Long Term Disability, and Life Insurance policies available
401k with percentage match by employer
Paid holidays
Job Type: Full-time
Pay: From $36,000.00 per year
Benefits:
401(k)
Paid time off
Schedule:
Monday to Friday
Education:
Bachelor's (Preferred)
Experience:
Microsoft Office: 1 year (Preferred)
Administrative experience: 1 year (Preferred)
Ability to Relocate:
Aiken, SC 29801: Relocate before starting work (Required)
Work Location: In person