November 5, 2024

Infinity Wealth Management, Inc.

Arden

FULL TIME

Investment Services Specialist

Independently owned comprehensive wealth and tax management firm in South Asheville is seeking the right individual to join our dedicated team. We are a small (but growing) office with a big heart. We love our clients and want to provide them with the absolute best experience.
The perfect person for this position has previous experience in the financial services industry. They are okay with day-to-day administrative duties, but also willing to take on new and bigger responsibilities. They don’t mind being given tasks by others in the office but are self-thinkers and will propose different and better ways to get the job done! The first impression they give is one of warmth, friendliness and confidence – and it makes a lasting impression on every single client that comes through the door.
Duties

Responsible for providing administrative support and client services to both financial advisors and clients. This includes processing new account paperwork for brokerage and insurance clients.

Perform clerical tasks such as filing, data entry, and managing correspondence.

Handle incoming calls and inquiries professionally, directing them to the appropriate personnel.

Schedule appointments and maintain calendars for team members.

Assist in preparing reports and presentations as needed.

Manage office supplies and inventory to ensure smooth operations.

Maintain a clean and organized office environment to enhance productivity.

Experience

Previous experience in the financial services industry is required.

Familiarity with brokerage account paperwork and insurance applications is preferred.

Proficiency in computer literacy, including Microsoft Office Suite.

Strong time management skills with the ability to prioritize tasks effectively.

Excellent communication skills, both verbal and written, to interact with clients and colleagues professionally.

Compensation commensurate with experience. This is a full-time, long-term position with benefits. 401k matching, profit sharing, paid holidays and vacation. Other benefits included.
Are you the person we are looking for? If you think being a part of our team would make our office an even better place, please respond to this ad with a cover letter telling us about you, your interests, and your goals, along with your resume and references. This intro letter will weigh heavily in our decision to reach out.
Job Type: Full-time
Pay: $18.00 - $22.00 per hour
Expected hours: 40 per week
Benefits: