Executive Assistant

Posted: 04/01/2021

CrestPoint Wealth Management is currently looking for a part-time Executive Assistant to support our Middle Tennessee representative and assist in the daily operation of our Columbia office. The person in this position will be expected to manage business related tasks for the office including setting appointments, communication with clients, working with investment companies to assist in client needs, and managing business pipelines. To be successful in this role, one must be a team player, eager to help clients, and be able to adjust to a steep learning curve.

  • Assists clients with account service issues
  • Prepares requested information for clients
  • Maintains client files on electronic database
  • Observes strict confidentiality of client information
  • Prepares regular reports
  • Schedules appointments
  • Helps process new business
  • Maintains office supplies
  • Facilitates contracts with office equipment vendors
  • Troubleshoots equipment malfunctions
  • Associates degree or higher
  • Computer knowledge, including proficiency with Word and Excel
  • Ability to learn new computer systems
  • Team player
  • Previous employer references
Interested candidates can email their resume to berrie@crestpointwealth.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, Member FINRA (finra.org) /SIPC (sipc.org). Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and CrestPoint are not affiliated.