Verity Investment Partners Hiring for Administrative Assistant & Client Services Representative Job at Beaufort, SC Full Time

Job Description:

Do you have a passion for impacting… “Making a Dent”? Would your colleagues describe you as a high performer with a servant’s heart? If yes is your answer, then please read on.

We are searching for a talented person who values action and results. Our team’s purpose is to “Make a Dent” in our clients’ lives as well as with each other. What matters most to you in your work investment? Our alignment with you is critical to your and our success and we’d like to get to know you.

VIP is looking for YOU if you are…

• Enthusiastic and positive in how you interact with the world
• Consistent in doing what you say you are going to do
• Caring toward the person behind the task, transaction or goal
• Unwavering in the spirit of clients come first
• Always striving to deliver high caliber results

Here are the details of the role we are hiring:

Job Description:

Verity Investment Partners is looking for a professional, proactive, highly organized administrative assistant/client services representative to play a key role on our growing team. This will be a multi-faceted role that involves partnering with our Leadership Team to handle administrative tasks freeing up their time to focus on their primary job functions and achieving company goals. Additionally, this role will manage office administrative duties as the front-line support and may include sales & marketing support, client service, event planning, etc.

The position will require someone who is flexible and adaptable to changing demands and priorities while being resourceful and autonomous when taking on new tasks and projects. As the gatekeeper and extension of the Team, the role will be pivotal to the success of our organization.

Duties and Responsibilities Include:

• Serve as first line of communication – phone and in person
• Liaison with third party vendors for various office functions (phones, copier, shredder, etc)
• Manage daily calendars for team members, demonstrating flexibility and problem-solving abilities to adjust or prioritize schedules based on last-minute changes
• Arrange and reserve conference rooms, catering, audio/video and other essential services as needed for meetings and conferences
• Drive key team activities and events (such as all-hands meetings, team meetings, conferences, ordering supplies and social events)
• Prepare professional business communication documents including memos, letters, and emails
• Participate in general administrative duties (copying and faxing), distributing mail, ad-hoc projects, committees and/or group events
• Manage Quarterly Statement and Client Communication requirements
• Assist with Client paperwork and transactions
• Promote a fun and team-oriented work environment

Desired Skills and Experience:

• Experience with Microsoft Office Suite (Teams, Outlook, Excel, PowerPoint, Word)
• Experience with Client Relationship Management (CRM) platforms
• Excellent written and oral communication skills
• Ability to multi‐task and manage time effectively
• Self‐motivated, confident, detail‐oriented, and adaptive to change
• Willingness to take on additional administrative & operational responsibilities as needed
• Prior experience in Financial Services

Qualifications:

• Associates Degree and/or significant relative experience (minimum requirement)
• Bachelor’s Degree from an accredited college or university (preferred)
• This is a full-time position requiring 40 hours per week, Monday through Friday on a traditional time schedule, in person at our Beaufort location

Compensation and Benefits:

• Compensation and benefits are competitive based on industry standards
• Bonus and incentive compensation eligible
• Benefits including 401(k)/profit sharing plan, paid holidays, vacation and tuition assistance
• Health Insurance Program or funded HRA
• Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities, if applicable.

We strongly encourage candidates to submit a cover letter with their resume/application. Let us know what’s most important to you in your work investment and why you think you would be additive to our team in this role. We are excited to get to know you!

Job Type: Full-time

Pay: $50,000.00 – $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Tuition reimbursement

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Beaufort, SC 29902: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Preferred)

Experience:

• Customer service: 1 year (Preferred)
• Administrative: 1 year (Preferred)

Language:

• English (Required)

Work Location: One location