Company Overview:  Caviness Wealth Management is a leading financial advisory firm dedicated to providing exceptional wealth management services to our clients. With a commitment to excellence, integrity, and personalized solutions, we help individuals and families achieve their financial goals.

Job Summary:  Caviness Wealth Management is seeking a highly organized and detail-oriented Administrative Assistant. As an Administrative Assistant, you will play a crucial role in ensuring the smooth operation of the office and supporting the financial advisor. Your ability to multitask, prioritize tasks, and maintain a high level of professionalism will be essential to the success of this role.

Key Attributes:

• Growth mindset
• Proactive problem-solver
• Passion for driving growth and innovation
• Dynamic and eager to contribute to a collaborative team environment
• Resourceful and self-starting attitude

Responsibilities:

• Greet clients and visitors with a warm and professional demeanor, making them feel welcome and comfortable.
• Manage phone calls, emails, and correspondence in a timely and courteous manner.
• Schedule appointments and coordinate calendars for financial advisor.
• Assist with preparing and processing client documentation and forms.
• Maintain and organize client files and records with a strong attention to detail.
• Assist in coordinating and planning client events.
• Handle administrative tasks, including data entry, filing, and scanning.
• Assist in preparing presentations and reports as needed.
• Uphold a high level of confidentiality and professionalism in all interactions.
• Provide general administrative support to ensure the efficient operation of the office.

Requirements:

• Proven experience as an administrative assistant
• Knowledge of office management systems and procedures
• Excellent time management skills and ability to prioritize work
• Attention to detail and problem-solving skills
• Excellent written and verbal communication skills
• Strong organizational and planning skills
• Proficient in MS Office
• Proficiency in adapting to new software programs.
• Knowledge of financial industry terminology is a plus.

Position Details:

·      Part-time (with the potential to become full-time)

·      25-30 hours per week. 

·      Monday – Friday (some flexibility available)

·      9am – 3pm (some flexibility available)

·      $25 - $30/hr (based on experience)